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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-06-2016
- Office Locations
- 1
Office Locations
About Wealthmark
WealthMark is a Papillion, Nebraska RIA serving individuals and families from early career through retirement and legacy planning. The firm provides retirement planning, investment management, estate planning, and risk management, building portfolios through detailed research and analysis. Public filings indicate an ETF-centric allocation and custody at Charles Schwab, with Orion in the tech stack.
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Investment Themes
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Platform
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Technology
Owner & Executives
THOMAS JOHN MAHER
Chief Compliance Officer, Chief Executive Officer, FOUNDER, Managing Member
- CRD
- #5832410
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,159,370 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,159,370 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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