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Landmark Wealth Management, LLC

● SEC registered since 2015CRD 158693SEC# 801-80788Melville, NY
Export (members)
Reg. AUM
$310.5M
Employees
5
Accounts
787
Location
Melville, NY

Landmark Wealth Management, LLC assets under management

Landmark Wealth Management, LLC is an investment advisory firm registered with the SEC based in Melville, NY. The firm has been registered since 2015. It reports $310.5 million in regulatory assets under management and employs 5 people.

Landmark Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Brian Robert Cohen ControlManaging Member, Cco25-50%2014
Christopher Norman Congema ControlManaging Member25-50%2014
Joseph Michael Favorito ControlManaging Member25-50%2011

Frequently asked questions

How much does Landmark Wealth Management, LLC manage?

Landmark Wealth Management, LLC reports $310.5 million in regulatory assets under management on its Form ADV.

How many employees does Landmark Wealth Management, LLC have?

Landmark Wealth Management, LLC reports 5 employees.

Where is Landmark Wealth Management, LLC located?

Landmark Wealth Management, LLC is based in Melville, NY and has been SEC-registered since 2015.

Does Landmark Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address95 Broadhollow Road, Suite 102, Melville, NY 11747
Phone888-342-6436
Fax631-923-2488
Office hours8:30a.m. To 5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK1728778
Discloses disciplinary historyNo

Assets under management

Discretionary$310.5M
Non-discretionary$0
Total (RAUM)$310.5M