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| Happy Holidays!! thanks for using AUM13F!! |
| Long Island Wealth Management Inc
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|---|---|
| CRD # | 173363 |
| SEC # | 801-80445 |
| CIK # | 0002011177 |
| AUM | $243.7 M (2025-03-24) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 516-238-7629 |
| Address | 155 Pinelawn Road Melville, NY 11747 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 12.5 |
| (b) Individuals (high net worth individuals) | 82 | 231.2 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 649 | 243.7 |
| By Discretionary | ||
| Discretionary | 632 | 232.6 |
| Non-Discretionary | 17 | 11.1 |
| Total | 649 | 243.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 243.4 | |
| Total | 649 | 243.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002011177] |
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|---|---|---|
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Commons Capital LLC
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MA | 0.2 |
|
Dependable Alternative Investments LLC
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|
0.2 | |
|
Fidelis IM LLC
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OR | 0.2 |
|
Mittelman Wealth Management LLC
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0.2 | |
|
Optimist Retirement Group LLC
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|
WA | 0.2 |
|
Comprehensive Financial Planning Corporation
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|
VA | 0.2 |
|
Ervin Investment Management LLC
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|
0.2 | |
|
Sound Investment Management Inc
✚
|
OR | 0.2 |
|
MLP3 LLC
✚
|
NJ | 0.2 |
|
Hiley Hunt Wealth Management Inc
✚
|
NE | 0.2 |