# WealthMark Mobile

> Mobile platform for viewing financial accounts, performance, and contacting advisors. (iPhone/iPad app by WealthMark Advisory Group, LLC.)

- Source: https://appshunter.io/ios/app/wealthmark-mobile/id849737234 (this page in markdown: same URL + `.md`)
- Developer: [WealthMark Advisory Group, LLC](https://appshunter.io/developer/849737237)
- Category: Finance, Business
- Price: Free
- Rating: 3.00/5 from 1 App Store ratings · 1 written reviews indexed
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2014-04-04
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealthmark-mobile/id849737234/reviews.md

## What is WealthMark Mobile?

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

## Key features

- View account information
- Track performance
- See holdings
- Check balances
- Contact advisor

## Recent user reviews (1 of 1)

All indexed reviews: https://appshunter.io/ios/app/wealthmark-mobile/id849737234/reviews.md

### 3/5 — iOS 9 update

*2015-09-22*

App just showing white screen after the iOS 9 update

## Frequently asked questions about WealthMark Mobile

### What can I do with WealthMark Mobile?

WealthMark Mobile allows you to view your account information, track your investment performance, check your holdings, and see your balances. You can also easily contact your financial advisor directly through the app.

### Is WealthMark Mobile free to use?

Yes, WealthMark Mobile is available for free. There are no charges to download or use the core features of the application.

### What devices does WealthMark Mobile support?

WealthMark Mobile is designed for iOS devices, including iPhone, iPad, and iPod. It is not currently available on Android.

### How secure is WealthMark Mobile?

While specific security measures are not detailed, financial applications typically employ industry-standard security protocols to protect user data. It is always recommended to use strong, unique passwords and enable any available two-factor authentication.

### How often is WealthMark Mobile updated?

The latest version, 5.22.1, was updated on February 7, 2026. This indicates the app is actively maintained, though the exact update frequency can vary.

### What is the age rating for WealthMark Mobile?

WealthMark Mobile has an age rating of 4+. This means it is considered suitable for users of all ages, though its financial nature might be more relevant to adults.

### Does WealthMark Mobile have ads?

No, WealthMark Mobile does not contain advertisements. As it is a free application, it provides an ad-free experience for users.

### What is the user sentiment for WealthMark Mobile?

Based on the available data, WealthMark Mobile has a rating of 3.0 stars from 1 rating. This single rating suggests limited user feedback, making it difficult to gauge overall sentiment.

## Version history (last 5 releases)

### 5.22.1 — 2026-02-07

- 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

### 5.17.1 — 2025-04-16

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-07

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-12

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*