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⚲
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| Landmark Wealth Management LLC
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|
|---|---|
| CRD # | 158693 |
| SEC # | 801-80788 |
| CIK # | 0001985016, 0001728778 |
| AUM | $252.6 MM (2024-06-17) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 888-342-6436 |
| Address | 95 Broadhollow Road, Suite 102 Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| ORCL | 182,760.6 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 37.0 |
| (b) Individuals (high net worth individuals) | 166 | 210.8 |
| (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 | 6 | 2.4 |
| (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 | 0 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 702 | 252.6 |
| By Discretionary | ||
| Discretionary | 702 | 252.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 702 | 252.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.5 | |
| United States Persons | 251.2 | |
| Total | 702 | 252.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001728778] | |
| 13F-HR | [0001985016] |
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