Longman Wealthcare Management, LLC

RIAState Registered

Total AUM

$78.6M

Discretionary

$78.6M

100% of AUM

Avg account

$2.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 110555
Website: www.tomlongman.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals61.39%
Pension & Profit Sharing Plans38.61%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Longman Wealthcare Management, LLC is an independent, owner-operated RIA organized as an LLC that acts as a capital allocator for a concentrated client roster of individuals, families and some institutional relationships. The firm combines advisory services with accounting capabilities and offers fee arrangements that include a percentage of assets under management, hourly billing and fixed fees. Core advisory services explicitly listed include financial planning, portfolio management for individuals and small businesses, pension consulting and selection of outside advisers. The firm does not identify as an active ESG investor and operates with a single-state footprint.