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| Keyboard |
| Landmark Wealth Management LLC
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|---|---|
| CRD # | 158693 |
| SEC # | 801-80788 |
| CIK # | 0001985016, 0001728778 |
| AUM | 442.0 M (2026-06-25) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 888-342-6436 |
| Address | 95 Broadhollow Road, Suite 102 Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 142 | 73.1 |
| (b) Individuals (high net worth individuals) | 138 | 348.2 |
| (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 | 10 | 6.0 |
| (h) Charitable organizations | 0 | 4.7 |
| (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 | 6 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 865 | 442.0 |
| By Discretionary | ||
| Discretionary | 865 | 442.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 865 | 442.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 440.3 | |
| Total | 865 | 442.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001728778] | |
| 13F-HR | [0001985016] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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