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Landmark Wealth Management, Inc.

● SEC registered since 2024CRD 167188SEC# 801-130333Normal, IL
Export (members)
Reg. AUM
$223.2M
Employees
6
Accounts
619
Location
Normal, IL

Landmark Wealth Management, Inc. assets under management

Landmark Wealth Management, Inc. is an SEC-registered investment adviser based in Normal, IL. The firm has been registered since 2024. It reports $223.2 million in regulatory assets under management and employs 6 people.
www.mcbeathfinancial.comView on SEC.gov ↗

Landmark Wealth Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Julie Ann KarstensShareholder10-25%2025
Krista Dawn McBeath ControlTrustee/President/Chief Compliance OfficerOver 75%2013
Robert Lavern McBeath ControlTrustee/Vice PresidentOver 75%2018
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Frequently asked questions

How much does Landmark Wealth Management, Inc. manage?

Landmark Wealth Management, Inc. reports $223.2 million in regulatory assets under management on its Form ADV.

How many employees does Landmark Wealth Management, Inc. have?

Landmark Wealth Management, Inc. reports 6 employees.

Where is Landmark Wealth Management, Inc. located?

Landmark Wealth Management, Inc. is based in Normal, IL and has been SEC-registered since 2024.

Does Landmark Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address203 Landmark Drive, Suite a, Normal, IL 61761
Phone309-808-2224
Fax866-285-1261
Office hoursM-Th 9 - 5 And F By Appointment
SEC regionChicago Regional Office (CHRO)
CIK1985016
Discloses disciplinary historyNo

Assets under management

Discretionary$223.2M
Non-discretionary$0
Total (RAUM)$223.2M