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Wealthmark Advisory Group
Wealthmark Advisory Group LLC is a fee-only RIA and multi-family office serving HNW families with financial planning and wealth management.
Wealthmark Advisory Group
Wealthmark Advisory Group, LLC is an SEC-registered investment adviser with $101 million in regulatory assets under management. The firm manages $97 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Sector focus
Frequently asked questions
What services does Wealthmark Advisory Group provide?
Wealthmark Advisory Group offers financial planning, investment management, estate planning, and tax strategy services. The firm operates as a fee-only RIA, which means it charges clients directly for advice rather than earning commissions on product sales.
Is Wealthmark Advisory Group a fiduciary?
As a registered investment adviser (RIA), Wealthmark Advisory Group is held to a fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to act in clients' best interests at all times.
Does Wealthmark Advisory Group operate as a single-family office or multi-family office?
The firm functions as a multi-family office, serving multiple unrelated families. Its registration as an RIA and its service offering of financial planning across families confirms this structure.
What investment approach does Wealthmark Advisory Group use?
The firm manages client portfolios across public equities, fixed income, and alternative investments. Specific investment strategies or direct deal flow are not publicly detailed.
Who founded Wealthmark Advisory Group?
The founding principals and date of establishment for Wealthmark Advisory Group are not publicly disclosed in available records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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