WealthMark Mobile

WealthMark Advisory Group, LLC Finance iPhoneiPadiPod touch

WealthMark Mobile is a free Finance app for iPhone and iPad by WealthMark Advisory Group, LLC. Rated 3.0/5 from 1 ratings. Requires iOS 15.6.

Rating: 3.0; 1 ratings
Price: Free; on the App Store
Size: 61 MB; Age 4+
Updated: Feb 7; 2026 · v5.22.1

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About WealthMark Mobile

This Mobile App allows you to view account information, performance, holdings, balances and easily contact your advisor.

What’s new

Version 5.22.1 · Updated February 7, 2026

- Transactions changing to activity tab for managed accounts - Positions changing to allocation tab for managed accounts - Household info section in settings - Biometrics improvement - Performance bar chart - Net worth legend and portfolio graph optimization - Bug fixes

App privacy

The developer, WealthMark Advisory Group, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

WealthMark Mobile is a free Finance app for iPhone, iPad and iPod touch, developed by WealthMark Advisory Group, LLC. It is rated 3.0 out of 5 from 1 ratings on the App Store, requires iOS 15.6 or later and is 61 MB to download. It was first released on April 3, 2014 and last updated on February 7, 2026.

Category: Finance
Rating: 3.0 / 5 (1 rating)
Price: Free
Version: 5.22.1
Size: 61 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: April 3, 2014
Last updated: February 7, 2026
Developer: WealthMark Advisory Group, LLC

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Alternatives to WealthMark Mobile

Looking for apps like WealthMark Mobile? Here are 6 similar apps on the App Store. The highest rated is Crescent Wealth Connect (5.0/5), and all 6 are free to download.

WealthMark Mobile vs. alternatives
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