Wealthvest Marketing, Inc. is a Texas corporation, registered on September 3, 2009. It is based at 1007 E. Main St., Suite 101, Bozeman, MT, 59715, USA. The company is currently listed as active on the Texas register and is registered under company number 0801166300. Its officers and directors on record include Blake Dokken, Chad Dokken, Andrew Dokken, among 6 on file. Public records for the company include 1 SoS registration, 3 licenses, 2 federal contracts, 2 loan records and 3 H-1B filings. Every fact here is republished from an official public register and traces back to a primary source document.
| Legal entity name | Wealthvest Marketing, Inc. |
|---|---|
| Principal address | 1007 E. Main St., Suite 101Bozeman59715MTUnited States |
| Registration state | Texas |
| Status | Active |
| Formed in | Montana (foreign registration) |
| Home company | WEALTHVEST MARKETING, INC. · Active |
| Registered | 3 September 2009 (almost 17 years ago) |
| Officers & directors | Blake Dokken, shareholderChad Dokken, shareholderAndrew Dokken, shareholder |
| Entity type | Corporation |
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| Standing | compliant |
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| Company number | 0801166300 |
|---|
| EIN | 27-0329611 |
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| Employees (modeled) | ≈118 employees2024 |
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| H-1B filings | 3 LCA filings, FY 2012–2015 |
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| Registered agent | Incorp Services, Inc |
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| Source registry | Texas Secretary of State · updated 15 June 2026 |
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| Public records | 1 SoS registration |
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| Est. revenue (modeled) | $36.6M2024 |
|---|---|
| Federal contractor | Yes · 2 federal recipient records (SAM) |
| SBA loans | $3.2M · approved amounts |
| State | Business name | Filed | Registered agent | Officers | Status | |
|---|---|---|---|---|---|---|
| TexasTHIS | Wealthvest Marketing, Inc. | 2009-09-03 | Incorp Services, Inc | Blake DokkenShareholderChad DokkenShareholder4 more | Active | |
Filing ID 0801166300 Jurisdiction Foreign · CorporationFormed in Montana Principal address 1007 E. Main St., Suite 101, Bozeman, MT, 59715, USA Registered agent Incorp Services, Inc815 Brazos St., Suite 500, Austin, TX, 78701 Officers Blake DokkenShareholder Chad DokkenShareholder Andrew DokkenShareholder WADE DOKKENDirector LINCOLN COLLINSDirector Grant CollinsShareholder | ||||||
| Alabama | Wealthvest Marketing, Inc. | 2009-09-14 | INCORP SERVICES INC | — | Active | |
| Arkansas | WEALTHVEST MARKETING, INC. | 2009-09-10 | INCORP SERVICES, INC | MARA H KARELOfficerHOLMES AND TURNEROfficer2 more | Active | |
| Arizona | WEALTHVEST MARKETING, INC. | 2009-09-14 | INCORP SERVICES INC | SUSI DOKKENOfficer, ShareholderWADE DOKKENOfficer, Shareholder1 more | Inactive | |
| California | WEALTHVEST MARKETING, INC. | 2009-09-03 | INCORP SERVICES, INC | LINCOLN R COLLINSOfficer | Active | |
| Colorado | WealthVest Marketing, Inc | 2016-03-10 | WealthVest Marketing, Inc | — | Inactive | |
| Hawaii | WEALTHVEST MARKETING, INC. | 2009-09-03 | INCORP SERVICES, INC | COLLINS,LINCOLNDirector, OfficerDOKKEN,WADEOfficer | Active | |
| Idaho | WEALTHVEST MARKETING, INC. | 2009-09-04 | INCORP SERVICES, INC | Lincoln CollinsOfficerWade DokkenOfficer | Active | |
| Illinois | WEALTHVEST MARKETING, INC. | 2013-05-20 | INCORP SERVICES, INC | — | Active | |
| Indiana | WEALTHVEST MARKETING, INC. | 2009-09-08 | INCORP SERVICES, INC | Lincoln CollinsOfficer | Active | |
| Kansas | WEALTHVEST MARKETING, INC. | 2009-09-08 | INCORP SERVICES, INC | — | Active | |
| Massachusetts | WEALTHVEST MARKETING, INC. | 2009-10-13 | INCORP SERVICES, INC | Wade DokkenOfficerLincoln CollinsOfficer | Active | |
| Maryland | WEALTHVEST MARKETING, INC | 2009-09-09 | INCORP SERVICES, INC | — | Active | |
| Minnesota | Wealthvest Marketing, Inc. | 2021-03-03 | InCorp Services, Inc | Lincoln CollinsOfficer | Inactive | |
| Missouri | WEALTHVEST MARKETING, INC. | 2009-09-08 | INCORP SERVICES, INC | LINCOLN R COLLINSOfficer, Director | Active | |
| Mississippi | Wealthvest Marketing, Inc. | 2009-09-14 | InCorp Services, Inc | Lincoln CollinsOfficer, DirectorWade DokkenOfficer | Active | |
| Montana | WEALTHVEST MARKETING, INC. | 2009-05-27 | INCORP SERVICES, INC | LINCOLN R COLLINSOfficer, DirectorWADE A DOKKENDirector, Officer | Active | |
| North Carolina | Wealthvest Marketing, Inc. | 2009-09-09 | Incorp Services, Inc | Dokken, SusiOfficerDokken, WadeOfficer1 more | Active | |
| North Dakota | WEALTHVEST MARKETING, INC. | 2009-09-08 | INCORP SERVICES, INC | — | Active | |
| New Hampshire | Wealthvest Marketing, Inc. | 2009-09-14 | INCORP SERVICES, INC | SusiOfficerLincoln CollinsOfficer, Director1 more | Active | |
| New Mexico | WEALTHVEST MARKETING, INC. | 2009-09-09 | INCORP SERVICES INC | LINCOLN COLLINSDirector, Officer | Active | |
| Nevada | WEALTHVEST MARKETING, INC. | 2009-10-15 | INCORP SERVICES, INC.* | Lincoln CollinsOfficer | Canceled | |
| New York | WEALTHVEST MARKETING, INC. | 2009-09-04 | INCORP SERVICES, INC | LINCOLN COLLINSOfficer | Active | |
| Oklahoma | WEALTHVEST MARKETING, INC. | 2009-09-09 | INCORP SERVICES, INC | — | Active | |
| Oregon | WEALTHVEST MARKETING, INC. | 2009-09-09 | INCORP SERVICES, INC | LINCOLN COLLINSOfficer | Inactive | |
| Pennsylvania | WEALTHVEST MARKETING, INC. | 2009-09-09 | — | WADE DOKKENOfficer | Active | |
| South Carolina | WEALTHVEST MARKETING, INC. | 2009-09-08 | INCORP SERVICES, INC | — | Active | |
| South Dakota | WEALTHVEST MARKETING, INC. | 2009-09-08 | INCORP SERVICES, INC | — | Active | |
| Tennessee | Wealthvest Marketing, Inc. | 2021-03-03 | INCORP SERVICES, INC | — | Revoked | |
| Utah | WEALTHVEST MARKETING, INC. | 2009-09-03 | INCORP SERVICES, INC | WADE DOKKENOfficerLINCOLN COLLINSOfficer1 more | Inactive | |
| Virginia | WealthVest Marketing, Inc. | 2009-09-14 | INCORP SERVICES INC | WADE DOKKENOfficerLINCOLN COLLINSOfficer | Inactive | |
| Vermont | WEALTHVEST MARKETING, INC. | 2009-09-09 | InCorp Services, Inc | Lincoln CollinsOfficerSusi DokkenDirector1 more | Active | |
| Wisconsin | WEALTHVEST MARKETING, INC. | 2009-09-08 | InCorp Services, Inc | — | Withdrawn | |
| West Virginia | WEALTHVEST MARKETING, INC. | 2009-09-09 | INCORP SERVICES, INC | LINCOLN COLLINSOfficer, DirectorWADE DOKKENDirector | Active | |
| Wyoming | Wealthvest Marketing, Inc. | 2009-09-09 | InCorp Services, Inc | — | Active | |
Companies and people linked to Wealthvest Marketing, Inc. in the state registers through shared officers, a shared registered agent, shared filing contacts or a shared address. Service companies file for many unrelated businesses — a shared agent, address or contact alone does not prove affiliation.
company person group former role
Browse the indexed registries by state, or look up any debtor name free, at UCC lien search.
| State | License / ID | Type | Issued | Status | |
|---|---|---|---|---|---|
| Delaware | 2018600784 | — | — | Unknown | |
| Delaware | 2018600784 | — | — | Unknown | |
| Florida | L065925 | — | — | VALID | |
| Amount | Approved | Lender | Jobs | Status | |
|---|---|---|---|---|---|
| $1,589,600 | 04/08/2020 | Stockman Bank of Montana | 87 | Paid in Full | |
| $1,589,658 | 02/03/2021 | Stockman Bank of Montana | 87 | Paid in Full | |
| Case | Filed | Job title | Wage | Worksite | Status | |
|---|---|---|---|---|---|---|
| I-200-15191-981615 | 2015-07-20 | FINANCIAL ACCOUNTANT (INTERNAL) | 104125 -/yr | SAN FRANCISCO | CERTIFIED | |
| I-200-12171-217393 | 2012-06-19 | FINANCIAL ACCOUNTANT (INTERNAL) | $82,514/yr | SAN FRANCISO | CERTIFIED | |
| I-200-12137-487219 | 2012-06-01 | FINANCIAL ACCOUNTANT (INTERNAL) | $82,514/yr | SAN FRANCISCO | CERTIFIED | |
Employee-benefit plan filings by Wealthvest Marketing, Inc. with the Department of Labor. Employee and revenue figures are modeled estimates derived from retirement-plan participant counts and industry ratios — not official headcount or reported revenue.
| Employees (modeled) | ≈118 · plan year 2024 |
|---|---|
| Est. annual revenue (modeled) | $36.6M |
| Retirement plan assets | $6.3M |
| Benefit plans | 401(k) plan on file |
| Filing history | 12 plan years filed, 2013–2024 |
| Sponsor EIN | 27-0329611 |
| Plan year | Employees (est.) | Participants | Plan assets | Revenue (est.) | 401(k) | |
|---|---|---|---|---|---|---|
| 2024 | ≈118 | 133 (106 active) | $6.3M | $36.6M | 401(k) | |
| 2023 | ≈122 | 136 (110 active) | $5.1M | $30.9M | 401(k) | |
| 2022 | ≈91 | 106 (82 active) | $3.6M | $24.9M | 401(k) | |
| 2021 | ≈74 | 94 (67 active) | $3.2M | $17.5M | 401(k) | |
| 2020 | ≈74 | 127 (67 active) | $2.4M | $15.3M | 401(k) | |
| 2019 | ≈90 | 129 (81 active) | $1.9M | $17.9M | 401(k) | |
| 2018 | ≈87 | 106 (78 active) | $1.2M | $16.4M | 401(k) | |
| 2017 | ≈63 | 80 (57 active) | $866,565 | $11M | 401(k) | |
| 2016 | ≈68 | 73 (61 active) | $496,191 | $10M | 401(k) | |
| 2015 | ≈69 | 64 (62 active) | $290,667 | $10.5M | 401(k) | |
Federal court records load when you reach this section.
Companies adjacent to Wealthvest Marketing, Inc. in the Texas Secretary of State register, in alphabetical order.
Netstate aggregates public records from federal, state and municipal sources; records are matched to this company by its registered legal names. Latest source snapshot 2026-07-29. Document getpalm-companies/1216-4537-6989.