LANDMARK WEALTH MANAGEMENT, LLC
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
- Client types
- HNWI78.77%
- Individuals16.53%
- Corporations / Businesses2.26%
- Pension & Profit Sharing Plans1.36%
- Charitable Organizations1.07%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Landmark Wealth Management, LLC is an independent registered investment adviser formed in 2015 and owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its billing mixes a percentage-of-assets-under-management fee with hourly charges. Landmark does not act as a capital allocator or related adviser, and it does not identify as an active ESG investor. It is registered as a single-state adviser rather than a multi-state practice.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities13%
- Other4%
- Cash & Cash Equivalents1%
Contacts
3 of 6Stuart Lempert
Financial AdvisorCRD 2079254
JAMES MILLINGTON
Financial ConsultantCRD 3118122
JOSEPH FAVORITO
PrincipalCRD 2942891
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$358M in ETFs
58%
$207M
39%
$151M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $57.1M | 95,488 | 15.92% |
Location
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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