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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Landmark Wealth Advisors LLC
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|---|---|
| CRD # | 166989 |
| SEC # | 801-130036 |
| CIK # | |
| AUM | $122.5 M (2025-05-21) |
| Employees | 2 (100% Investors, 50% Brokers) |
| Phone | 801-295-8700 |
| Address | 286 South 200 West Farmington, UT 84025 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 226 | 37.5 |
| (b) Individuals (high net worth individuals) | 39 | 83.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.5 |
| (n) Other | 0 | 0.0 |
| Total | 476 | 122.5 |
| By Discretionary | ||
| Discretionary | 476 | 122.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 476 | 122.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.5 | |
| Total | 476 | 122.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
FR Financial Advisors LLC
✚
|
FL | 0.1 |
|
PCB Capital LLC
✚
|
NJ | 0.1 |
|
Clarity Investments Planning LLC
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NY | 0.1 |
|
Broadview Wealth Management LLC
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|
0.1 | |
|
Murray Financial Services Inc
✚
|
CA | 0.1 |
|
Ahara Advisors LLC
✚
|
NJ | 0.1 |
|
Chicago Capital Management Advisors LLC
✚
|
IL | 0.1 |
|
Kurtin Financial Advisers LLC
✚
|
0.1 | |
|
Maiden Cove Capital LLC
✚
|
ME | 0.1 |
|
Second Summit Wealth Management LLC
✚
|
0.1 |