Benjamin Esget has been Managing Member/Chief Compliance Officer of WealthMark since August 2007, is a control person of the firm and directly owns 75% or more of it. Benjamin Esget holds an MBA from Western Washington University.
Wealthmark, LLC is a Bellingham, WA firm with $132M under management, 193 clients and 2 advisers in one office, as of its March 2026 filing.
Ben Esget is President and Founder of WealthMark, LLC, based in Bellingham, Washington. He has served as President and Chief Investment Officer of WealthMark since 2007 and has developed several risk parity based strategies. Before starting the firm, he worked in investment analytics and public auditing for boutique investment firms, a bank, and firms including Moss Adams and Citigroup.
Benjamin Esget’s longest registration is the current one, 19 years at WealthMark since 2007. Before joining WealthMark in 2007, Benjamin Esget was registered through Ludeman Capital Management, Inc.
- Wealthmark, LLCCurrent– present · 19 yearsBellingham, WA · Adviser representative · Firm CRD 144948
- Ludeman Capital Management, Inc.– · 1 yearBellingham, WA · Adviser representative · Firm CRD 116071
Investment adviser representative registrations
Benjamin Esget is registered as an investment adviser representative in Washington, since September 2007.
- WashingtonSince 18 September 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 10 August 2006 |
| Series 7 | General Securities Representative Examination | 26 July 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Benjamin Arthur Esget
- CRD
- 5185670
- Firm
- WealthMark · CRD 144948
- Role
- Managing Member/Chief Compliance Officer
- Office
- 1329 N. STATE ST, SUITE 206, Bellingham, WA 98225
- Registration
- Investment adviser registration
- In the industry since
- July 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wealthmarkllc.com
Where does Benjamin Esget work?
Benjamin Esget has been Managing Member/Chief Compliance Officer of Wealthmark, LLC since August 2007, and is a control person of the firm.
Is Benjamin Esget a financial advisor?
Yes. Benjamin Esget has a current investment-adviser registration in Washington, through WealthMark since September 2007.
How many years of experience does Benjamin Esget have?
Benjamin Esget has 20 years in the financial industry, since July 2006, across 2 adviser firms.
What exams has Benjamin Esget passed?
Benjamin Esget has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2006. FINRA credited Benjamin Esget with the SIE, which began in October 2018.
Where is Benjamin Esget based?
Benjamin Esget’s registered office is in Bellingham, WA.
Is Benjamin Esget registered with FINRA?
No. Benjamin Esget has no current broker registration.
How can I verify Benjamin Esget’s record?
Search CRD 5185670 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Benjamin Esget’s full registration record.