Wealthmark, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 144948
- SEC number
- 801-121353
- Firm type
- RIA
- Assets under management
- $132.0M as of Mar 3, 2026
- Website
- www.wealthmarkllc.com ↗
- Phone
- (360) 734-1323
- Address
- 1329 N. State St, Bellingham, WA, 98225
Advisors at this firm
2 in our index · page 1 of 1
-
Megan Ann CooleyCRD 8134209 · Bellingham, WAIA Registered
-
Benjamin Arthur EsgetCRD 5185670 · Bellingham, WAIA RegisteredRegistration inactiveDisclosure event(s) on record
1–2 of 2
Source & corrections
Where this page comes from
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SEC IAPD record for firm CRD 144948 ↗
FINRA BrokerCheck record for firm CRD 144948 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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