{
  "crd_number": 173363,
  "slug": "long-island-wealth-management-inc-melville-ny-173363",
  "primary_business_name": "LONG ISLAND WEALTH MANAGEMENT, INC.",
  "legal_name": "LONG ISLAND WEALTH MANAGEMENT, INC.",
  "dbas": [
    "TRIANGLE RETIREMENT SOLUTIONS"
  ],
  "city": "Melville",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-10-15",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-09-30",
  "carried_forward": false,
  "raum_total": 291674579.0,
  "raum_discretionary": 291674579.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 18211067.0,
      "count": 55
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 273463512.0,
      "count": 70
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "NC",
    "NJ",
    "NY",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/in/jeffrey-myers-80400013",
    "https://liwealth.com",
    "https://trswealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173363",
  "city_as_filed": "MELVILLE",
  "url": "https://advisorcensus.com/firm/long-island-wealth-management-inc-melville-ny-173363",
  "display_name": "Long Island Wealth Management, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Long Island Wealth Management, Inc. (CRD 173363): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Long Island Wealth Management, Inc. compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Long Island Wealth Management, Inc. charge?",
      "a": "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."
    },
    {
      "q": "Where is Long Island Wealth Management, Inc. located?",
      "a": "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)."
    },
    {
      "q": "Is Long Island Wealth Management, Inc. registered with the SEC or a state?",
      "a": "Long Island Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173363."
    },
    {
      "q": "How much does Long Island Wealth Management, Inc. manage?",
      "a": "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)."
    },
    {
      "q": "How have Long Island Wealth Management, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Long Island Wealth Management, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (70); individuals (other than high net worth individuals) (55)."
    },
    {
      "q": "Which custodians does Long Island Wealth Management, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Long Island Wealth Management, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Long Island Wealth Management, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 12, 2026 says: \"A minimum total investment amount is not required.\""
    },
    {
      "q": "What changed in Long Island Wealth Management, Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Added an office in Melville, NY. Registered or notice-filed in AZ."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 133354000.0,
      "total_employees": 1,
      "filing_date": "2021-03-16"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 138260677.0,
      "total_employees": 1,
      "filing_date": "2022-03-21"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 145526100.0,
      "total_employees": 1,
      "filing_date": "2023-03-18"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 217350727.0,
      "total_employees": 1,
      "filing_date": "2024-03-09"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 243744146.0,
      "total_employees": 1,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 291674579.0,
      "total_employees": 1,
      "filing_date": "2026-09-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Added an office in Melville, NY.",
        "Registered or notice-filed in AZ."
      ]
    },
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Registered or notice-filed in TX."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "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%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in FL, NJ."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $999,999",
        "rate": "0.65%"
      },
      {
        "band": "Above $1,000,000",
        "rate": "0.25%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $999,999: 0.65% a year",
          "Above $1,000,000: 0.25% a year"
        ],
        "quotes": [
          "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%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "A minimum total investment amount is not required."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 999999.0,
          "rate_pct": 0.65
        },
        {
          "min": 1000000.0,
          "max": null,
          "rate_pct": 0.25
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "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%",
      "A minimum total investment amount is not required."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/long-island-wealth-management-inc-melville-ny-173363.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 55,
      "fewer_than_5": false,
      "raum": 18211067.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 70,
      "fewer_than_5": false,
      "raum": 273463512.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173363",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}