Landmark Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Farmington, UT. Its latest Form ADV filing, dated March 11, 2026, reports $136M in regulatory assets under management, 2 employees, and 268 accounts.
Assets Under Management
$136M
Employees
2
Offices
--
Total Clients
268
Primary office
FARMINGTON, UT
286 SOUTH 200 WEST, SUITE 230, FARMINGTON, UT, United States
Top client segmentIndividuals represent 85.1% of total clients.
Top client categories% of clientsClients
1
Individuals
85.1%
228
2
HNWI
14.2%
38
3
Corporations
0.7%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$136Mas of March 11, 2026
Discretionary100.0%
$136M
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$136M
Total Accounts268
10Y AUM Change+$28M (+25.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee134:1
10Y Employee Change0 (0.0%)
* 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.