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, privately owned registered investment adviser that began SEC registration in 2014. The firm focuses on individual and family clients, offering financial planning and portfolio management services tailored to individuals and small businesses. Its fee model combines percentage-of-assets under management and fixed fees. The firm does not identify as an active ESG investor, does not operate as a multi-state adviser, and is not positioned as a pension consultant or related adviser.
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
- Exchange Traded Equities74%
- Public Funds/Mutual Funds15%
- Non-Exchange Traded Equities7%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
1 of 1
Jeffrey Myers
PresidentCRD 3154149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$228M in ETFs
44%
$101M
49%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR US SMALL CAP POWER BUFFER ETF - JANUARY (KJAN) | Innovator | Active | Options Trading | $21.7M | 476,337 | 9.51% |
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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