# Goldmark Financial Planners, LLC

Goldmark Financial Planners, LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 154979
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154979

## About

Goldmark Financial Planners, LLC is a state-registered investment adviser in Salem, OR. The firm manages approximately $6 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### What services does Goldmark Financial Planners, LLC provide?

Based on the firm's name and RIA registration, Goldmark Financial Planners, LLC offers financial planning and investment management services. The specific scope—whether it serves individuals, families, or institutions—is not publicly defined.

### Who leads Goldmark Financial Planners, LLC?

The leadership of Goldmark Financial Planners, LLC is not disclosed in public records. No named principals or executives appear in SEC filings or other available sources.

### How much capital does Goldmark Financial Planners, LLC manage?

AUM is not publicly disclosed. The firm does not appear in industry ranking lists or regulatory filings that require disclosure of assets under management (public record).

### What investment strategy does Goldmark Financial Planners, LLC follow?

The investment strategy is not publicly documented. Without disclosure of portfolio holdings, sector focuses, or fund vehicles, the approach cannot be characterized (public record).

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Last updated: 2026-07-06T01:24:17.407Z

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