{
  "slug": "wealthmark-llc",
  "name": "Wealthmark Llc",
  "description": "WealthMark, LLC. is a registered investment advisor based in Bellingham, Washington, specializing in global-macro, balanced risk investing. The firm offers a unique array of services and manages four distinct investment strategies\nMdashCrucible Multi-Strategy, DaVinci Fixed Income, Juggernaut All Equity Risk Parity, and Phoenix Risk Neutral Portfolios\nMdashall designed around a risk budget rather than a capital budget to enhance returns and reduce volatility.",
  "url": "https://optimly.ai/brand/wealthmark-llc",
  "websiteUrl": "https://wealthmarkllc.com/",
  "logoUrl": "https://logo.clearbit.com/wealthmarkllc.com",
  "baiScore": 57.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Wealth Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-10T08:33:35.764Z",
  "verifiedVitals": {
    "website": "https://wealthmarkllc.com",
    "category": "Registered Investment Advisor",
    "what_it_does": "WealthMark, LLC. is a registered investment advisor that provides investment advisory services, portfolio management, estate and tax planning. The firm focuses on global-macro, balanced risk investing, managing four separate strategies implemented through various portfolios designed around a risk budget rather than a capital budget.",
    "primary_audience": "Individuals and qualified investors seeking financial and investment management services.",
    "core_product": "Investment portfolio management strategies, including the Crucible Multi-Strategy Portfolio, DaVinci Fixed Income Portfolio, Juggernaut All Equity Risk Parity Portfolio, and Phoenix Risk Neutral Portfolio.",
    "pricing_model": {
      "kind": "custom",
      "detail": "The Crucible Multi-Strategy Portfolio is available with performance-based pricing to qualified investors. Pricing for other services is not specified."
    }
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789895588750
}