WealthMark LLC is a registered investment adviser based in Bellingham, Washington. Our firm focuses on global-macro, balanced risk investing. We love what we do and take great pride in offering clients a unique array of services aimed at improving each individual’s financial journey. How does it work? WealthMark manages four separate strategies that are implemented through the Crucible Multi-Strategy Portfolio, DaVinci Fixed Income Portfolio, Galileo Enhanced Risk Neutral Portfolio, and the Phoenix Risk Neutral Portfolio. All of our strategies share a common root in that each portfolio is designed around a risk budget rather than a capital budget. We attempt to allocate equal units of risk to various potential economic outcomes, such as inflationary, deflationary, expansionary, recessionary, and fluctuating policy environments. Firm research shows this methodology has increased portfolio returns and reduced overall volatility on a historical basis. Most investment managers allocate capital based on return targets. Although this might sound like a reasonable goal, no investor can force markets to meet specified return targets. We invest based on risk exposures and our client’s unique financial goals. By allocating capital across targeted levels of risk, our portfolios consistently outperform industry benchmarks, leaving individual asset performance to fluctuate with market forces. In effect, this greatly enhances the overall portfolio’s return per unit of risk.
View Top Employees from WealthMark LLCWebsite | http://www.wealthmarkllc.com |
Revenue | $1 million |
Employees | 5 (5 on RocketReach) |
Founded | 2007 |
Address | 1329 North State Street Suite 206, Bellingham, Washington 98225, US |
Phone | (360) 734-1323 |
Fax | (360) 544-0119 |
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Industry | Investment Management, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
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The WealthMark LLC annual revenue was $1 million in 2024.
Ben Esget is the Owner of WealthMark LLC.
5 people are employed at WealthMark LLC.
WealthMark LLC is based in Bellingham, Washington.
The NAICS codes for WealthMark LLC are [5239, 523, 52393, 52].
The SIC codes for WealthMark LLC are [62, 628].