Landmark Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Getzville, NY. Its latest Form ADV filing, dated March 18, 2026, reports $680M in regulatory assets under management, 8 employees, and 298 accounts.
Assets Under Management
$680M
Employees
8
Offices
--
Total Clients
294
Primary office
GETZVILLE, NY
2410 NORTH FOREST ROAD, SUITE 101, GETZVILLE, NY, United States
Top client segmentHNWI represent 59.5% of total clients.
Top client categories% of clientsClients
1
HNWI
59.5%
175
2
Individuals
38.1%
112
3
Charitable
2.4%
7
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$680Mas of March 18, 2026
Discretionary83.5%
$568M
84% of total RAUM83.5%
Non-discretionary16.5%
$112M
16% of total RAUM16.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$680M
Total Accounts298
10Y AUM Change+$513M (+307.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee37:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.