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LANDMARK WEALTH MANAGEMENT GROUP

LAKE ELMO, MN · CRD 322210 · IAPD ↗ · landmarkwealth.com · (800) 251-9932

$824.4MRegulatory AUM
12Advisory reps
40Employees
25Clients
51-100Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
December 2024 — LANDMARK WEALTH MANAGEMENT GROUP (LAKE ELMO, MN) left the SEC roster (was $824.4M RAUM, 12 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
53
August 2024 — LANDMARK WEALTH MANAGEMENT GROUP added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
April 2024 — LANDMARK WEALTH MANAGEMENT GROUP notice-filed in AK, AZ, CO, FL, IN, NV, OR, TX, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
April 2024 — LANDMARK WEALTH MANAGEMENT GROUP now reports custody of client assets ($102.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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