WealthMark, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$99,000,000
Clients
123
Advisors
2
of 3 employees
About
WealthMark LLC provides ongoing portfolio management and financial planning to individuals — including high‑net‑worth clients — as well as pensions, trusts, and business entities. The firm offers discretionary investment supervisory services, 529 college‑savings planning, and also serves as a subadviser and turnkey asset manager for other advisers.
The firm prepares a written investment policy statement for each client and uses a blend of charting, fundamental, technical, and cyclical analysis across several named strategies (fixed‑income, risk‑parity, risk‑neutral and multi‑strategy) designed as absolute‑return, all‑weather approaches. Strategies may include both long‑ and short‑term trading and, when appropriate, the use of leverage or borrowing in managed accounts; WealthMark manages both traditional asset‑based accounts and arrangements billed on a performance basis for qualified clients.
Noteworthy aspects include a quarterly market newsletter distributed to clients, formal subadvisory and referral relationships tied to its TAMP operations, and the principal’s concurrent accounting‑related businesses and holding company through which the firm at times offers accounting advice and commissionable insurance or other financial products. WealthMark discloses these affiliations and describes internal procedures intended to manage potential conflicts that arise from offering advisory, subadvisory, and other financial‑product services.
Client services
Expertise
Fee options
Financial Planning Advisory Services for 529 College Savings Accounts: $100/year for balances under $25,000; $200/year for balances $25,001 - $50,000; $300/year for balances over $50,000
$0 - $499,999: 1.00% $499,000 - $999,999: 1.00% $999,999+: 1.00%
15.00% of capital appreciation with high water mark; no annual fee on AUM for qualified clients
Quarterly newsletter provided at no additional cost to clients
Main office
1329 N. State St, Suite 206
Bellingham WA 98225
Advisors at this office
2
Most active in
Washington
Also doing business as
Abc Investments · Riab · Wealthmark, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Advisors at this firm
Megan C
Series 65
Bellingham, WA
WealthMark, LLC
Megan Cooley is a financial advisor at WealthMark, LLC with a Series 65 designation and over 11 years of industry experience. Prior to her current role, she worked at Gruff Brewing for six years. WealthMark, LLC provides discretionary portfolio management and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs a range of investment strategies, combining fundamental, technical, and cyclical analysis, and offers customized solutions including subadvisory and 529 college-savings services.
Benjamin E
Series 66
Bellingham, WA
WealthMark, LLC
Benjamin Esget is a financial advisor with WealthMark, LLC in Bellingham, WA, holding a Series 66 designation and 19 years of industry experience. He has worked with WealthMark since 2007 and with Matrix Capital Group since 2014. Outside of his advisory role, Esget is a certified TACFIT coach at the Bellingham Athletic Club, where he teaches fitness classes several hours per week. WealthMark LLC provides discretionary portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to tailor portfolios and offers various strategies including absolute-return and all-weather approaches, along with ongoing portfolio monitoring and a quarterly client newsletter.
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