Landmark Wealth Management, Inc.
● SEC registered since 2024CRD 167188SEC# 801-130333Normal, IL
Reg. AUM
$287M
Employees
8
Accounts
680
Location
Normal, IL
Landmark Wealth Management, Inc. assets under management
Landmark Wealth Management, Inc. is an SEC-registered investment adviser based in Normal, IL. The firm has been registered since 2024. It reports $287 million in regulatory assets under management and employs 8 people.
Landmark Wealth Management, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Julie Ann Karstens | Shareholder | 10-25% | 2025 |
| Krista Dawn McBeath Control | Trustee/President/Chief Compliance Officer | Over 75% | 2013 |
| Robert Lavern McBeath Control | Trustee/Vice President | Over 75% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Landmark Wealth Management, Inc. manage?
Landmark Wealth Management, Inc. reports $287 million in regulatory assets under management on its Form ADV.
How many employees does Landmark Wealth Management, Inc. have?
Landmark Wealth Management, Inc. reports 8 employees.
Where is Landmark Wealth Management, Inc. located?
Landmark Wealth Management, Inc. is based in Normal, IL and has been SEC-registered since 2024.
Does Landmark Wealth Management, Inc. disclose fund performance?
Landmark Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 203 Landmark Drive, Suite a, Normal, IL 61761 |
| Phone | 309-808-2224 |
| Fax | 866-285-1261 |
| Office hours | M-Th 9 - 5 And F By Appointment |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1985016 |
| Discloses disciplinary history | No |
Regulatory AUM
$287M▲ 29%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$287Mregulatory AUM
Discretionary $287M