WealthMark
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a solo, independent registered investment adviser that provides financial planning and portfolio management to individuals, high-net-worth clients, and small businesses. As of December 31, 2025 it reported about $18.16 million in discretionary assets under management across roughly 20 clients.
The firm favors a passive, long-term buy-and-hold approach with periodic rebalancing, informed by fundamental analysis and third-party research sources such as financial periodicals and rating services. Portfolios are generally diversified using mutual funds, ETFs and fixed income, with client-specific investment guidelines and most accounts managed on a discretionary basis.
The brochure discloses a notable outside-business activity: the firm’s principal serves as Director of Financial Planning for a portfolio accounting provider, a role described as occupying up to 70% of monthly time, which the firm acknowledges and addresses through disclosures and supervisory policies. The firm also operates with a small client roster and relatively high assets per client and does not vote proxies on clients’ behalf, operational features that distinguish it from many peers.
Client services
Expertise
Fee options
1.00% annually
Main office
Papillion NE
Advisors at this office
1
Most active in
Nebraska
Also doing business as
Wealthmark · Wealthmark, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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