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LANDMARK WEALTH MANAGEMENT

GETZVILLE, NY · CRD 109379 · IAPD ↗ · 716-810-9594

$679.7MRegulatory AUM
4Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — LANDMARK WEALTH MANAGEMENT notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — LANDMARK WEALTH MANAGEMENT crossed $500M in regulatory AUM ($470.9M -> $615.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.