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Building 2WEALTHMARK, LLC

Map pinBELLINGHAM, WA
Phone(360) 734-1323
NotebookSEC #801-121353
Total AUM
$132M
Employees
3
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1329 N. STATE ST
SUITE 206
BELLINGHAM
WA 98225
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
(360) 734-1323

ReceiptFinancials

Total AUM
$132M
Accounts
388
Discretionary
$116M
Accounts
368
Non-Discretionary
$16M
Accounts
20

ContactClients

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Individual Clients
53
AUM
$32M
HNW Individual Clients
70
AUM
$67M
Pension/Profit Sharing Plan Clients
35
AUM
$3M
Investment Advisor Clients
35
AUM
$30M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
SUBADVISORY SERVICES

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Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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