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| Keyboard |
| Landmark Wealth Advisors LLC
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|
|---|---|
| CRD # | 166989 |
| SEC # | 801-130036 |
| CIK # | |
| AUM | 135.9 M (2026-03-11) |
| 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) | 228 | 44.1 |
| (b) Individuals (high net worth individuals) | 38 | 90.2 |
| (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 | 268 | 135.9 |
| By Discretionary | ||
| Discretionary | 268 | 135.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 268 | 135.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 135.9 | |
| Total | 268 | 135.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bridgelight Capital LLC
✚
|
AZ | 136.4 M |
|
MFT Wealth Management Inc
✚
|
136.3 M | |
|
Waypoint Strategic Advisors LLC
✚
|
SC | 136.3 M |
|
Strategic Portfolio Solutions LLC
✚
|
TX | 136.2 M |
|
Fithian LLC
✚
|
NY | 136.2 M |
|
Capitol Family Office Inc
✚
|
OR | 136.1 M |
|
1N Capital LLC
✚
|
135.9 M | |
|
FR Financial Advisors LLC
✚
|
FL | 135.7 M |
|
Global Financial Planning Group LLC
✚
|
MI | 135.3 M |
|
Keller Financial Group Inc
✚
|
PA | 135.3 M |