LONG ISLAND WEALTH MANAGEMENT, INC.
Firm details
- Headquarters
- MELVILLE, New York
- CRD number
- 173363
- Registered since
- October 15, 2014
- Website
- www.liwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.76%
- Individuals6.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Long Island Wealth Management, Inc. is an independent registered investment adviser that began SEC registration in 2014 and is owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its client-fee model combines percentage-of-assets-under-management billing with fixed fees. The firm does not position itself 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
- Exchange Traded Equities74%
- Public Funds/Mutual Funds15%
- Non-Exchange Traded Equities7%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
1 of 1JEFFREY MYERS
Senior Investment AdvisorCRD 3154149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$204M in ETFs
44%
$88.8M
49%
$115M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR US SMALL CAP POWER BUFFER ETF - JANUARY (KJAN) | Innovator | Active | Options Trading | $19.7M | 472,994 | 9.69% |
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
- 155 Pinelawn Rd
- Time zone
- ET (UTC-5)
- Office locations
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