Long Island Wealth Management, Inc.

Overview

Long Island Wealth Management, Inc. is a SEC-registered advisory firm (registration year 2014) that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and charges clients using a percentage-of-AUM model alongside fixed fees. Ownership is listed as individual, and the firm reports affiliations across the financial services ecosystem, including relationships with a broker-dealer, an insurance company, other investment advisers, and roles as a sponsor/GP or managing member of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices