AdvisorCensus / Financial advisors / New York / New York / Long Island Wealth Management, Inc.
Long Island Wealth Management, Inc. is an SEC-registered investment advisory firm in Melville, NY, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 30, 2026.
Quick answers
From the filingHow is Long Island Wealth Management, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Long Island Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
How much does Long Island Wealth Management, Inc. charge?
Its Form ADV Part 2A brochure dated February 12, 2026 states: Up to $999,999: 0.65% a year; Above $1,000,000: 0.25% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Long Island Wealth Management, Inc. located?
Long Island Wealth Management, Inc.'s principal office is in Melville, NY, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is Long Island Wealth Management, Inc. registered with the SEC or a state?
Long Island Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173363.
How much does Long Island Wealth Management, Inc. manage?
Long Island Wealth Management, Inc. reports $291,674,579 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).
How have Long Island Wealth Management, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Long Island Wealth Management, Inc.: Regulatory assets under management: $133,354,000 in the October 2021 data and $291,674,579 in the October 2026 data, up 119%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Long Island Wealth Management, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (70); individuals (other than high net worth individuals) (55).
Which custodians does Long Island Wealth Management, Inc. use?
Long Island Wealth Management, Inc.'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 Long Island Wealth Management, Inc. 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/173363
Does Long Island Wealth Management, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated February 12, 2026 says: "A minimum total investment amount is not required."
What changed in Long Island Wealth Management, Inc.'s recent Form ADV filings?
In the October 2026 filing data: Added an office in Melville, NY. Registered or notice-filed in AZ.
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
- 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 2A| Assets | Annual rate |
|---|---|
| Up to $999,999 | 0.65% |
| Above $1,000,000 | 0.25% |
The brochure's wording
Investment Management Fees are paid quarterly in arrears according to the below fee schedule based on the average of the beginning and ending quarterly balance. Assets Under Management Annual Rate Under $1 Million 0.65% to 1.00% $1 Million and Above 0.25% to 0.75%
Account minimum: None
The brochure's wording
A minimum total investment amount is not required.
As stated in the firm's Form ADV Part 2A brochure dated February 12, 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$291,674,579 as of October 2026, filing dated September 30, 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
Registration and firm details
Items 1, 2, 5- Also doing business as
- TRIANGLE RETIREMENT SOLUTIONS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2014 (11 years)
- Employees
- Total: 1. Performing investment advisory functions: 1.
- 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)
-
1 other office, as of the October 2026 filing
- States registered or notice-filed
-
7 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 | $291,674,579 | 1 | September 30, 2026 |
| October 2025 | $243,744,146 | 1 | March 24, 2025 |
| October 2024 | $217,350,727 | 1 | March 9, 2024 |
| October 2023 | $145,526,100 | 1 | March 18, 2023 |
| October 2022 | $138,260,677 | 1 | March 21, 2022 |
| October 2021 | $133,354,000 | 1 | March 16, 2021 |
Regulatory assets under management: $133,354,000 in the October 2021 data and $291,674,579 in the October 2026 data, up 119%.
Total employees: 1 in October 2021 and 1 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
- Added an office in Melville, NY.
- Registered or notice-filed in AZ.
- May 2026
- Registered or notice-filed in TX.
- March 2026
- No longer lists the business name Long Island Wealth Management DBA Triangle Retirement Solutions.
- Added the business name Triangle Retirement Solutions.
- Regulatory assets under management went from $243,744,146 to $291,674,579 (+20%).
- December 2025
- Registered or notice-filed in FL, NJ.
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. Long Island Wealth Management, Inc. (CRD 173363): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/long-island-wealth-management-inc-melville-ny-173363