# Wealthmark Advisory Group, LLC

> Wealthmark Advisory Group, LLC is a state-registered investment advisory firm, registered since 2013, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 166494
- Filed as: WEALTHMARK ADVISORY GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/166494
- AdvisorCensus page: https://advisorcensus.com/firm/wealthmark-advisory-group-llc-166494

## Quick answers

**How is Wealthmark Advisory Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthmark Advisory Group, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wealthmark Advisory Group, LLC registered with the SEC or a state?**
Wealthmark Advisory Group, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 166494.

**How much does Wealthmark Advisory Group, LLC manage?**
Wealthmark Advisory Group, LLC reports $101,250,379 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (96% discretionary).

**What types of clients does Wealthmark Advisory Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50); high net worth individuals (32); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Wealthmark Advisory Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/166494

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $101,250,379
- Discretionary: $97,271,802
- Non-discretionary: $3,978,577

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $14,318,166 |
| High net worth individuals | 32 | $70,551,169 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $15,716,910 |
| Corporations or other businesses not listed above | Fewer than 5 | $664,134 |

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wealthmark.com](https://wealthmark.com)
- X @Coady_Bob

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthmark Advisory Group, LLC (CRD 166494): Form ADV filing data as of October 2026.