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LONG ISLAND WEALTH MANAGEMENT, INC.
CRD 173363 · SEC 801-80445
155 PINELAWN ROAD, SUITE 210N, MELVILLE, NY, 11747, United States
Phone
516-238-7629
Fax
516-706-0906
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$291.7M
Discretionary AUM
$291.7M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $18.2M |
| High net worth individuals | 70 | $273.5M |
States served
CA, NJ, NY, NC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD