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LANDMARK WEALTH MANAGEMENT, LLC
CRD 158693 · SEC 801-80788
95 BROADHOLLOW ROAD, SUITE 102, MELVILLE, NY, 11747, United States
Phone
888-342-6436
Fax
631-923-2488
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$442.0M
Discretionary AUM
$442.0M
Team
6 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $73.1M |
| High net worth individuals | 138 | $348.2M |
| Pension/profit sharing plans | 10 | $6.0M |
| Corporations/business entities | 6 | $10.0M |
States served
NY, TX, NH, FL
All web addresses on file
- HTTPS://TWITTER.COM/LONGISLANDRIA
- HTTPS://WWW.YOUTUBE.COM/CHANNEL/UCSUA8ZXYEJF2WE882QZ-7LA/FEATURED
- HTTP://WWW.LANDMARKWEALTHMGMT.COM
- HTTPS://WWW.FACEBOOK.COM/LANDMARK-WEALTH-MANAGEMENT-LLC
- https://www.linkedin.com/company/7129883/admin/dashboard/
- https://substack.com/@landmarkwealthmanagement?utm_source=user-
- https://www.reddit.com/user/LandmarkWealthMgmt/
Official SEC filing: View on IAPD