Landmark Wealth Management, LLC

RIASEC RegisteredEst. 2015
Total AUM
$442M
Discretionary
$442M
100% of AUM
Avg account
$511K
Accounts
865
Employees
6
Advisory reps
6

Firm details

Headquarters
Melville, New York
CRD number
158693
Registered since
January 2, 2015
Website
landmarkwealthmgmt.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI78.77%
  • Individuals16.53%
  • Corporations / Businesses2.26%
  • Pension & Profit Sharing Plans1.36%
  • Charitable Organizations1.07%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Landmark Wealth Management, LLC is an independent, SEC-registered registered investment adviser formed as an LLC in 2015 and owned by an individual. The firm serves both individual and family clients and institutional relationships. Its fee arrangements include a percentage of assets under management alongside hourly and fixed-fee engagements. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. The firm identifies as an active ESG investor and does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Exchange Traded Equities 13%, Other 4%, Cash & Cash Equivalents 1%82%
  • Public Funds/Mutual Funds82%
  • Exchange Traded Equities13%
  • Other4%
  • Cash & Cash Equivalents1%

Contacts

3 of 6
  • Stuart Lempert

    Stuart Lempert

    Financial AdvisorCRD 2079254

  • James Millington

    James Millington

    Financial ConsultantCRD 3118122

  • Joseph Favorito

    Joseph Favorito

    PrincipalCRD 2942891

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 109

Active vs passive

$395M in ETFs

Passive

59%

$234M

Active

37%

$162M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$65.3M95,04716.51%
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Location

Primary office

Melville, NY

Suffolk

Location

Melville, NY

Headquartered in Melville, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
95 Broadhollow Rd
Time zone
ET (UTC-5)
Office locations

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