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LANDMARK WEALTH MANAGEMENT, LLC

MELVILLE, NY · CRD 158693 · IAPD ↗ · 888-342-6436

$442.0MRegulatory AUM
6Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
October 2026 — LANDMARK WEALTH MANAGEMENT, LLC notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
February 2026 — LANDMARK WEALTH MANAGEMENT, LLC reported RAUM up 42% ($310.5M -> $442.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
February 2026 — LANDMARK WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
November 2024 — LANDMARK WEALTH MANAGEMENT, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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