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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

RICHMARK PRIVATE WEALTH MANAGEMENT

RICHMARK PRIVATE WEALTH MANAGEMENT, LLC, CRD 290854

FRANKENMUTH, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f014626f-82f8-8d94-aa38-12078d17f149

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 4
On other graphs: 0
Observed: Mar 27, 2026 to Mar 27, 2026
1 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $61.1MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $61.1M
Private client RAUM: $51.4MderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Employees: 6
Advisory employees: 5
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 388
Individual clients: 348
High net worth clients: 8
CRD: 290854
Filings on the tape: 1
First filed: Mar 27, 2026
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, MI
Website: richmarkpwm.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KEVIN JOSEPH SIMS	n/a	FRANKENMUTH, MI	7	32	5	no
BLAISE CONLEY ZIMMER	n/a	FRANKENMUTH, MI	6	11	n/a	no
RICHARD ROBERT MAROTZKE	n/a	FRANKENMUTH, MI	3	23	3	no
RONALD KENT HALLER	n/a	FRANKENMUTH, MI	2	40	1	no
ZECHARIAH MAROTZKE	n/a	FRANKENMUTH, MI	1	12	n/a	no

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BELPOINTE ASSET MANAGEMENT LLC	2	Apr 7, 2022	Nov 7, 2018	FRANKENMUTH, MI	Team lift out	Other	50.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.	2	Jun 22, 2018	Dec 8, 2022	SAGINAW, MI	Team lift out	Ibd to state RIA	2.0%

Relationships

Registered with (9)

← ZECHARIAH MAROTZKEAdvisorregistration: current employment
Mar 3, 2025 to presentfactForm ADV
← RONALD KENT HALLERAdvisorregistration: current employment
Feb 14, 2024 to presentfactForm ADV
← RICHARD ROBERT MAROTZKEAdvisorregistration: current employment
Dec 8, 2022 to presentfactForm ADV
← BLAISE CONLEY ZIMMERAdvisorregistration: current employment
Feb 11, 2020 to presentfactForm ADV
← KEVIN JOSEPH SIMSAdvisorregistration: previous registration
Jan 4, 2019 to Jan 17, 2019factForm ADV
← Zachery Wawrzyniak SmithAdvisorregistration: previous registration
Dec 5, 2022 to Mar 23, 2023factForm ADV
← SUELLEN CAROL ESTESAdvisorregistration: previous registration
Jul 3, 2018 to Apr 7, 2022factForm ADV
← BRADLEY SCOTT MONTGOMERYAdvisorregistration: previous registration
Jul 3, 2018 to Apr 7, 2022factForm ADV
← MARK ALAN VANVOORHEESAdvisorregistration: previous registration
Jun 22, 2018 to Jan 31, 2020factForm ADV

Moved with (2)

← BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.Registered adviser2 advisors, team lift out, same day
Jun 22, 2018 to Dec 8, 2022factForm ADV
→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviser2 advisors, team lift out, same day
Apr 7, 2022 to Nov 7, 2018factForm ADV

Dated events

Occurred
Mar 23, 2023
Advisor changed firm
Zachery Wawrzyniak Smith left Richmark Private Wealth Management for Great Lakes Retirement Solutions, Inc. (registered 2025-09-05)
Form ADVobserved 6 days ago
Occurred
Apr 7, 2022
Team lift-out
2 advisors left Richmark Private Wealth Management (Frankenmuth, MI) for Belpointe Asset Management LLC on the same day
Form ADVobserved 6 days ago
2 advisors
Occurred
Apr 7, 2022
Advisor changed firm
Bradley Scott Montgomery left Richmark Private Wealth Management for Belpointe Asset Management Llc (registered 2018-07-18)
Form ADVobserved 6 days ago
Occurred
Apr 7, 2022
Advisor changed firm
Suellen Carol Estes left Richmark Private Wealth Management for Belpointe Asset Management Llc (registered 2018-11-07)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f014626f-82f8-8d94-aa38-12078d17f149
First observed: Mar 27, 2026
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

RICHMARK PRIVATE WEALTH MANAGEMENT

RICHMARK PRIVATE WEALTH MANAGEMENT, LLC, CRD 290854

FRANKENMUTH, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f014626f-82f8-8d94-aa38-12078d17f149

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:51 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEVIN JOSEPH SIMS

n/a

FRANKENMUTH, MI

BLAISE CONLEY ZIMMER

n/a

FRANKENMUTH, MI

n/a

RICHARD ROBERT MAROTZKE

n/a

FRANKENMUTH, MI

RONALD KENT HALLER

n/a

FRANKENMUTH, MI

ZECHARIAH MAROTZKE

n/a

FRANKENMUTH, MI

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BELPOINTE ASSET MANAGEMENT LLC

Apr 7, 2022

Nov 7, 2018

FRANKENMUTH, MI

Team lift out

Other

50.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.

Jun 22, 2018

Dec 8, 2022

SAGINAW, MI

Team lift out

Ibd to state RIA

2.0%