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Long Island Wealth Management, Inc.

● SEC registered since 2014CRD 173363SEC# 801-80445Melville, NY
Export (members)
Reg. AUM
$243.7M
Employees
1
Accounts
649
Location
Melville, NY

Long Island Wealth Management, Inc. assets under management

Long Island Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Melville, NY. The firm has been registered since 2014. It reports $243.7 million in regulatory assets under management and employs 1 people.
www.liwealth.comView on SEC.gov ↗

Long Island Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jeffrey Joseph Myers ControlChief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Long Island Wealth Management, Inc. manage?

Long Island Wealth Management, Inc. reports $243.7 million in regulatory assets under management on its Form ADV.

How many employees does Long Island Wealth Management, Inc. have?

Long Island Wealth Management, Inc. reports 1 employees.

Where is Long Island Wealth Management, Inc. located?

Long Island Wealth Management, Inc. is based in Melville, NY and has been SEC-registered since 2014.

Does Long Island Wealth Management, Inc. disclose fund performance?

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

Contact & registration

Address155 Pinelawn Road, Suite 210n, Melville, NY 11747
Phone516-238-7629
Fax516-706-0906
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$232.6M
Non-discretionary$11.1M
Total (RAUM)$243.7M