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Landmark Wealth Advisors, LLC

● SEC registered since 2024CRD 166989SEC# 801-130036Farmington, UT
Export (members)
Reg. AUM
$122.5M
Employees
2
Accounts
476
Location
Farmington, UT

Landmark Wealth Advisors, LLC assets under management

Landmark Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Farmington, UT. The firm has been registered since 2024. It reports $122.5 million in regulatory assets under management and employs 2 people.
www.landmarkwa.comView on SEC.gov ↗

Landmark Wealth Advisors, LLC owners & executives

8 reported
NameTitleOwnershipSince
Bangerter Financial ControlMember50-75%2013
Lance Keith Tempest ControlOwnerUnder 5%2013
Tempest Financial ControlMember50-75%2013
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Frequently asked questions

How much does Landmark Wealth Advisors, LLC manage?

Landmark Wealth Advisors, LLC reports $122.5 million in regulatory assets under management on its Form ADV.

How many employees does Landmark Wealth Advisors, LLC have?

Landmark Wealth Advisors, LLC reports 2 employees.

Where is Landmark Wealth Advisors, LLC located?

Landmark Wealth Advisors, LLC is based in Farmington, UT and has been SEC-registered since 2024.

Does Landmark Wealth Advisors, LLC disclose fund performance?

Landmark Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address286 South 200 West, Suite 230, Farmington, UT 84025
Phone801-295-8700
Fax801-295-0877
Office hours8:00 a.m. - 5:00 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.5M
Non-discretionary$0
Total (RAUM)$122.5M