# 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.

- CRD: 158693
- Filed as: LANDMARK WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Melville, NY
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158693
- AdvisorCensus page: https://advisorcensus.com/firm/landmark-wealth-management-llc-melville-ny-158693

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 25, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $442,031,005
- Discretionary: $442,031,005
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 142 | $73,080,289 |
| High net worth individuals | 138 | $348,193,962 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $6,016,655 |
| Charitable organizations | Fewer than 5 | $4,733,907 |
| Corporations or other businesses not listed above | 6 | $10,006,192 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Hauppauge, NY
- Naples, FL
- New York, NY
- Uniondale, NY

### Websites listed on Form ADV (Item 1.I)
- landmarkwealthmgmt.com
- reddit.com/user/LandmarkWealthMgmt
- substack.com/@landmarkwealthmanagement
- Facebook @LANDMARK-WEALTH-MANAGEMENT-LLC
- LinkedIn @7129883
- X @LONGISLANDRIA
- YouTube @UCSUA8ZXYEJF2WE882QZ-7LA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $176,696,494 | 4 | June 7, 2021 |
| October 2022 | $241,522,541 | 4 | March 2, 2022 |
| October 2023 | $213,378,431 | 4 | March 15, 2023 |
| October 2024 | $252,619,290 | 5 | June 17, 2024 |
| October 2025 | $310,516,586 | 5 | July 3, 2025 |
| October 2026 | $442,031,005 | 6 | September 15, 2026 |

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.

## 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Landmark Wealth Management, LLC (CRD 158693): Form ADV filing data as of October 2026.