LANDMARK WEALTH ADVISORS, LLC

Overview

Landmark Wealth Advisors, LLC is an independent RIA that positions itself as a capital allocator for both individuals/families and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses and institutions, and it also offers pension consulting and the selection of other advisers — indicating a blended model of in-house management plus outsourced manager selection. Landmark operates on a fee model that includes a percentage of AUM, hourly charges and fixed fees. Investment activity is centered on public pooled vehicles supplemented by allocations to third‑party alternative managers. The firm is not an active ESG investor and reports its advisory relationships as primarily single‑state, discretionary engagements. Landmark’s SEC registration is recent (2024), but it is not presented as a newly formed adviser in the sense of a start‑up boutique; instead it appears to have transitioned to SEC registration while continuing an established client service mix.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices