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WEALTHMARK ADVISORY GROUP, LLC

Advisory

CA

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in CA
#2,789
of 5,480 advisers by AUM
Average account
$519K
across 195 accounts
AUM per adviser
$101M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM
$101M
Discretionary %
96.1%
Clients
86
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$101M
Discretionary AUM$97M
Non-Discretionary AUM$4M
Discretionary %96.1%
Total Clients86
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

PALOMAR ADVISORS INC.
$101M
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+37.2% 1Y
CLEARVIEW FINANCIAL, INC.
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NY&A, LLC
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$101M
ROBERT V. HOROWITZ, LLC
$101M
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD
SAN DIEGO, CA
$101M
-4.3% 1Y

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