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LANDMARK WEALTH ADVISORS, LLC
CRD 166989 · SEC 801-130036
286 SOUTH 200 WEST, SUITE 230, FARMINGTON, UT, 84025, United States
Phone
801-295-8700
Fax
801-295-0877
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.9M
Discretionary AUM
$135.9M
Team
2 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 228 | $44.1M |
| High net worth individuals | 38 | $90.2M |
| Corporations/business entities | 2 | $1.5M |
States served
UT, TX, NH
All web addresses on file
Official SEC filing: View on IAPD