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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2013
- Office Locations
- 1
Office Locations
About Wealthmark Advisory Group, LLC
WealthMark Advisory Group, LLC is a San Clemente, CA RIA led by Robert J. Coady serving successful professionals and retirees with coordinated financial and retirement planning. The firm collaborates with clients’ CPAs/attorneys and provides a secure hub to share key documents (tax returns, wills, trusts) as laws and family needs change. Portfolios primarily use ETFs and custody is with Charles Schwab. The firm does not communicate via WhatsApp or make recommendations over social media.
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Owner & Executives
ROBERT JOHN COADY
Advisor, Managing Member
- CRD
- #2169394
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,271,802 | -- |
| Non-Discretionary | $3,978,577 | -- |
| Total | $101,250,379 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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