Wealthmark, LLC - Investment Advisers

About Wealthmark, LLC

Wealthmark, LLC is an investment adviser headquartered in Bellingham, Washington. It is registered in Washington and with the U.S. Securities and Exchange Commission, and it reports $132 million in regulatory assets under management and three employees. The firm is listed among investment advisers in Washington and is part of the directory of US investment advisers. The firm designs its portfolios around a risk budget rather than a capital budget, allocating risk across potential economic outcomes such as inflation, deflation, expansion, and recession instead of setting return targets. It runs four strategies: the Crucible Multi-Strategy Portfolio, which combines seven strategies and is offered only with performance-based pricing to qualified investors; the DaVinci Fixed Income Portfolio, which holds only bonds; the Juggernaut All Equity Risk Parity Portfolio, which holds only equities; and the Phoenix Risk Neutral Portfolio, which targets an overall standard deviation of 8%. Services range from portfolio management to estate and tax planning, and the firm specializes in fee-based design, implementation, and management of investments. Its disclosures state that it provides individualized advice only to clients and transacts only in states where it is registered or exempt. The firm also says it supports microfinancing through Kiva. Note: only two link slots were provided, so I used both. The brief asked for three to five links, so this falls short of that requirement.

Key Facts

Assets Under Management

$132M

Employees

3

SEC File Number

801-121353