SourcingSourcing

WEALTHMARK, LLC

C32
CRD 144948·SEC 801-121353·BELLINGHAM, WA
AUM
$132.0M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$396K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTHMARK, LLC
CRD
144948
SEC file #
801-121353
EIN
872924485
DBA names
—

Economics

AUM
$132.0M
AUM band
$100M-$500M
AUM trajectory
'22'26
$102.0M → $132.0M▲ +29%
Client mix
Individuals High Net Worth70
Individuals Other53
Pension Profit Sharing Plans35
Other Investment Advisers35

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
BELLINGHAM WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPublication of periodicals
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
wealthmarkllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
ESGET, BENJAMIN, ARTHUR
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
ESGET, BENJAMIN, ARTHUR
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WEALTHMARKLLC.COM
Rdap Domain Creation Date
2007-06-28T15:27:43Z
Rdap Firm Age Years
19
Rdap Firm Age Band
10-20y
Rdap Registrar
Bluehost Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001889700
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2021-12-22
Edgar Last Filing Date
2021-12-22
Edgar Form D Count
1
Edgar Form D Offerings
2021-12-222021-12-22 · 0001889700-21-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Axos Advisor Services2
Edgar Addresses
Mailing
2015 THIRD AVENUE NORTHBIRMINGHAM, AL 35203
Business
2015 THIRD AVENUE NORTHBIRMINGHAM, AL 35203
Edgar EIN
872924485
Edgar Recent Filings
D2021-12-22 · 0001889700-21-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-06-02T03:59:59Z
Rdap Domain Last Changed
2026-05-17T06:48:38Z
Rdap Nameservers
Amanda.ns.cloudflare.comJerry.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5185670
Trust Company Affiliate
No

People (2)

2
ESGET, BENJAMIN, ARTHUR
IAR · Direct Owner · 87.5%
5185670
Megan Ann Cooley
IAR
8134209