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- Custodian
- Axos · Capital Group · State Street
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-18-2007
- Office Locations
- 1
Office Locations
About Wealthmark, LLC
WealthMark, LLC is a Washington-based investment manager serving retail and institutional clients with risk-budgeted, outcome-aware portfolios. It runs four strategies—multi-strategy, fixed income, all-equity risk parity, and risk-neutral—built to balance exposures across inflation/deflation and growth/recession regimes. Offers custom portfolio solutions, TAMP implementation, and estate/tax planning; the Crucible portfolio is performance-fee only for qualified investors.
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Investment Vehicles
Platform
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Owner & Executives
BENJAMIN ARTHUR ESGET
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #5185670
- Ownership
- 75% or more
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Megan Ann Cooley
--
- CRD
- #8134209
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,000,000 | $315,217 |
| Non-Discretionary | $16,000,000 | $800,000 |
| Total | $132,000,000 | $340,206 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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