Landmark Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Melville, NY. Its latest Form ADV filing, dated March 30, 2026, reports $442M in regulatory assets under management, 6 employees, 4 offices, and 865 accounts.
Assets Under Management
$442M
Employees
6
Offices
4 offices
Total Clients
296
Primary office
MELVILLE, NY
95 BROADHOLLOW ROAD, SUITE 102, MELVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 48.0% of total clients.
Top client categories% of clientsClients
1
Individuals
48.0%
142
2
HNWI
46.6%
138
3
Pension Plans
3.4%
10
4
Corporations
2.0%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$442Mas of March 30, 2026
Discretionary100.0%
$442M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$442M
Total Accounts865
10Y AUM Change+$356M (+414.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee49:1
10Y Employee Change+3 (+100.0%)
* 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.