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MCBEATH FINANCIAL GROUP
LANDMARK WEALTH MANAGEMENT, INC.
CRD 167188 · SEC 801-130333
203 LANDMARK DRIVE, SUITE A, NORMAL, IL, 61761, United States
Phone
309-808-2224
Fax
866-285-1261
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$287.0M
Discretionary AUM
$287.0M
Team
8 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $57.7M |
| High net worth individuals | 97 | $229.0M |
| Charitable organizations | 1 | $358K |
States served
IL, NE
All web addresses on file
Official SEC filing: View on IAPD