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LONGMAN WEALTHCARE MANAGEMENT, LLC
CRD 110555
11098 BISCAYNE BOULEVARD, SUITE 304, MIAMI, FL, 33161, United States
Phone
305-892-8598
Fax
305-892-9949
Registration
— (—)
Source
State registered
Total AUM
$78.6M
Discretionary AUM
$78.6M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersELDER CARE MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $48.3M |
| Pension/profit sharing plans | 10 | $30.3M |
All web addresses on file
Official SEC filing: View on IAPD