# Landmark Wealth Management

> Landmark Wealth Management is an SEC-registered investment advisory firm in Getzville, NY, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 109379
- Filed as: LANDMARK WEALTH MANAGEMENT
- Legal name: Bryant Woods Investment Advisors, LLC
- Also doing business as: BRYANT WOODS INVESTMENT ADVISORS DBA LANDMARK WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Getzville, NY
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109379
- AdvisorCensus page: https://advisorcensus.com/firm/landmark-wealth-management-getzville-ny-109379

## Quick answers

**How is Landmark Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Landmark Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is Landmark Wealth Management located?**
Landmark Wealth Management's principal office is in Getzville, NY, according to its Form ADV.

**Is Landmark Wealth Management registered with the SEC or a state?**
Landmark Wealth Management is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 109379.

**How much does Landmark Wealth Management manage?**
Landmark Wealth Management reports $679,672,681 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (84% discretionary).

**How have Landmark Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Landmark Wealth Management: Regulatory assets under management: $358,137,500 in the October 2021 data and $679,672,681 in the October 2026 data, up 90%. Total employees: 6 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Landmark Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (175); individuals (other than high net worth individuals) (112); charitable organizations (7).

**Which custodians does Landmark Wealth Management use?**
Landmark Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Landmark Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/109379

**What changed in Landmark Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $615,905,000 to $679,672,681 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $679,672,681
- Discretionary: $567,838,061
- Non-discretionary: $111,834,620

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 112 | $135,196,767 |
| High net worth individuals | 175 | $512,587,818 |
| Charitable organizations | 7 | $15,775,813 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $2,851,544 |
| Corporations or other businesses not listed above | Fewer than 5 | $13,260,739 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2012 (14 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- landmarkfirm.com
- LinkedIn @landmark-wealth-management
- LinkedIn @brianlaible
- LinkedIn @daniel-bertleff-cfp®-98945315b
- LinkedIn @emilie-camilleri-aif-fpqp-9a5b6420
- LinkedIn @lindsay-glassman-cpa-cfp®-327126101
- LinkedIn @mark-collard-262415260

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $358,137,500 | 6 | March 5, 2021 |
| October 2022 | $419,500,400 | 7 | February 2, 2022 |
| October 2023 | $390,975,200 | 6 | January 19, 2023 |
| October 2024 | $470,921,000 | 7 | July 2, 2024 |
| October 2025 | $615,905,000 | 8 | March 20, 2025 |
| October 2026 | $679,672,681 | 8 | March 18, 2026 |

Regulatory assets under management: $358,137,500 in the October 2021 data and $679,672,681 in the October 2026 data, up 90%.
Total employees: 6 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $615,905,000 to $679,672,681 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Landmark Wealth Management (CRD 109379): Form ADV filing data as of October 2026.