# Wealthmark Llc

> Analysis by Optimly for Optimly AI Visibility, in the Optimly AI Brand Index. Last analyzed September 10, 2026.

> 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
MdashCrucible Multi-Strategy, DaVinci Fixed Income, Juggernaut All Equity Risk Parity, and Phoenix Risk Neutral Portfolios
Mdashall designed around a risk budget rather than a capital budget to enhance returns and reduce volatility.

- Business Profile: https://optimly.ai/brand/wealthmark-llc
- Publisher: Optimly (https://optimly.ai)
- Dataset: Optimly AI Brand Index (https://optimly.ai/brand)
- Official website: https://wealthmarkllc.com/
- Logo: https://logo.clearbit.com/wealthmarkllc.com
- Slug: wealthmark-llc
- Brand Authority Index tier: Emerging
- Category: Wealth Management Firms
- Last Analyzed: September 10, 2026