Wealthmark

Overview

Wealthmark is a small, privately owned advisory firm focused on portfolio management for individual and family clients and small businesses. The firm charges fees as a percentage of assets under management and runs client portfolios on a discretionary basis, meaning it makes investment decisions on behalf of clients. Wealthmark’s filings show a clear tilt toward public equities: the firm’s stated preference is equities with most assets allocated to exchange-traded securities. It does not position itself as an ESG specialist and operates under a single-state registration profile. Investment activity centers on liquid public markets supplemented by third-party alternative managers. The firm uses mutual funds alongside exchange-traded equities to build core exposure and brings in hedge fund and real estate allocations when appropriate, typically through external managers rather than in-house fund vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices