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, 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
FINTRXOverview
Landmark Wealth Management, LLC is an independent, owner-operated registered investment adviser formed in 2015. The firm serves both individual/family and institutional clients and combines financial planning with portfolio management for individuals and small businesses. Advisory services also include pension consulting and educational seminars. Landmark charges clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm does not operate as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 6
Stuart 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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