AdvisorCensus / Financial advisors / New York / New York / Landmark Wealth Management, LLC
Landmark Wealth Management, LLC is an SEC-registered investment advisory firm in Melville, NY, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.
Quick answers
From the filingHow is Landmark Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Landmark Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Landmark Wealth Management, LLC charge?
Its Form ADV Part 2A brochure dated June 25, 2026 states: Hourly rate: $250 an hour (financial planning or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Landmark Wealth Management, LLC located?
Landmark Wealth Management, LLC's principal office is in Melville, NY, according to its Form ADV; the October 2026 filing also lists 4 other offices (Schedule D, Section 1.F).
Is Landmark Wealth Management, LLC registered with the SEC or a state?
Landmark Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 158693.
How much does Landmark Wealth Management, LLC manage?
Landmark Wealth Management, LLC reports $442,031,005 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).
How have Landmark Wealth Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Landmark Wealth Management, LLC: Regulatory assets under management: $176,696,494 in the October 2021 data and $442,031,005 in the October 2026 data, up 150%. Total employees: 4 in October 2021 and 6 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, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (142); high net worth individuals (138); pension and profit sharing plans (but not the plan participants or government pension plans) (10).
Which custodians does Landmark Wealth Management, LLC use?
Landmark Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does Landmark Wealth Management, LLC 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/158693
Does Landmark Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated June 25, 2026 says: "All client relationships are subject to a $500,000 relationship minimum. This minimum may be waived in the Adviser’s discretion." "Landmark generally requires a minimum relationship size of $500,000, which may be waived or reduced at the sole discretion of the Advisor."
What changed in Landmark Wealth Management, LLC's recent Form ADV filings?
In the October 2026 filing data: Registered or notice-filed in NJ.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
All client relationships are subject to a $500,000 relationship minimum. This minimum may be waived in the Adviser’s discretion.
Landmark generally requires a minimum relationship size of $500,000, which may be waived or reduced at the sole discretion of the Advisor.
Hourly rate: $250 an hour (financial planning or consulting services)
The brochure's wording
Landmark offers financial planning or consulting services on an hourly basis at a rate of $250 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.
As stated in the firm's Form ADV Part 2A brochure dated June 25, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$442,031,005 as of October 2026, filing dated September 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2015 (11 years)
- Employees
- Total: 6. Performing investment advisory functions: 6.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- Other offices (Schedule D, Section 1.F)
-
4 other offices, as of the October 2026 filing
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $442,031,005 | 6 | September 15, 2026 |
| October 2025 | $310,516,586 | 5 | July 3, 2025 |
| October 2024 | $252,619,290 | 5 | June 17, 2024 |
| October 2023 | $213,378,431 | 4 | March 15, 2023 |
| October 2022 | $241,522,541 | 4 | March 2, 2022 |
| October 2021 | $176,696,494 | 4 | June 7, 2021 |
Regulatory assets under management: $176,696,494 in the October 2021 data and $442,031,005 in the October 2026 data, up 150%.
Total employees: 4 in October 2021 and 6 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- October 2026
- Registered or notice-filed in NJ.
- February 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $310,516,586 to $442,031,005 (+42%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Landmark Wealth Management, LLC (CRD 158693): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/landmark-wealth-management-llc-melville-ny-158693