RIA Intel›Advisers›Oregon›GOLDMARK FINANCIAL PLANNERS, LLC

GOLDMARK FINANCIAL PLANNERS, LLC

Advisory

Data as of Jan 9, 2026 · Source: SEC Form ADV

Average account

$143K

across 42 accounts

AUM per adviser

$3M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 9, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

40 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OR

Closest by assets under management. All figures from Form ADV.

SUNSET STRATEGIC FINANCIAL ADVISORS, LLC

$6M

STEVE PEARSON CAPITAL MANAGEMENT LLC

$6M

MONEY BLOSSOMS, LLC

$5M

MP TOWNSEND INC.

PORTLAND, OR

$5M

EMPLOYEE & INSTITUTION SECURITIES RESEARCH CORPORATION

$5M

HENDERSON ASSET MANAGEMENT, LLC

BEND, OR

$7M

Get the full picture on GOLDMARK FINANCIAL PLANNERS, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track GOLDMARK FINANCIAL PLANNERS, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans