Landmark Wealth Advisors, LLC
● SEC registered since 2024CRD 166989SEC# 801-130036Farmington, UT
Reg. AUM
$135.9M
Employees
2
Accounts
268
Location
Farmington, UT
Landmark Wealth Advisors, LLC assets under management
Landmark Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Farmington, UT. The firm has been registered since 2024. It reports $135.9 million in regulatory assets under management and employs 2 people.
Landmark Wealth Advisors, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bangerter Financial Control | Member | 50-75% | 2013 |
| Lance Keith Tempest Control | Owner | Under 5% | 2013 |
| Tempest Financial Control | Member | 50-75% | 2013 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Landmark Wealth Advisors, LLC manage?
Landmark Wealth Advisors, LLC reports $135.9 million in regulatory assets under management on its Form ADV.
How many employees does Landmark Wealth Advisors, LLC have?
Landmark Wealth Advisors, LLC reports 2 employees.
Where is Landmark Wealth Advisors, LLC located?
Landmark Wealth Advisors, LLC is based in Farmington, UT and has been SEC-registered since 2024.
Does Landmark Wealth Advisors, LLC disclose fund performance?
Landmark Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 286 South 200 West, Suite 230, Farmington, UT 84025 |
| Phone | 801-295-8700 |
| Fax | 801-295-0877 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135.9M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$135.9Mregulatory AUM
Discretionary $135.9M