Landmark Wealth Management

Overview

Landmark Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2012. The firm serves both individual and family clients as well as institutional clients, charging fees as a percentage of assets under management. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services; the firm’s snapshot notes pension consulting among its activities but does not list itself as a designated pension consultant. Landmark reports it is not an active ESG investor and does not operate as a capital allocator. Landmark’s business model emphasizes managed portfolios built primarily from public funds and mutual funds, supplemented by allocations to external alternative managers. The firm lists an industry affiliation with accounting professionals, which suggests a focus on coordinated financial planning and tax-aware portfolio implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives