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LANDMARK WEALTH ADVISORS, LLC

FARMINGTON, UT · CRD 166989 · IAPD ↗ · landmarkwa.com · 801-295-8700

$135.9MRegulatory AUM
2Advisory reps
2Employees
1Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
October 2024 — LANDMARK WEALTH ADVISORS, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
August 2024 — LANDMARK WEALTH ADVISORS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — LANDMARK WEALTH ADVISORS, LLC (FARMINGTON, UT) is newly SEC-registered with $108.3M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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