Landmark Wealth Management, LLC
● SEC registered since 2015CRD 158693SEC# 801-80788Melville, NY
Reg. AUM
$442M
Employees
6
Accounts
865
Location
Melville, NY
Landmark Wealth Management, LLC assets under management
Landmark Wealth Management, LLC is an investment advisory firm registered with the SEC based in Melville, NY. The firm has been registered since 2015. It reports $442 million in regulatory assets under management and employs 6 people.
Landmark Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Robert Cohen Control | Managing Member, Cco | 25-50% | 2014 |
| Christopher Norman Congema Control | Managing Member | 25-50% | 2014 |
| Joseph Michael Favorito Control | Managing Member | 25-50% | 2011 |
Frequently asked questions
How much does Landmark Wealth Management, LLC manage?
Landmark Wealth Management, LLC reports $442 million in regulatory assets under management on its Form ADV.
How many employees does Landmark Wealth Management, LLC have?
Landmark Wealth Management, LLC reports 6 employees.
Where is Landmark Wealth Management, LLC located?
Landmark Wealth Management, LLC is based in Melville, NY and has been SEC-registered since 2015.
Does Landmark Wealth Management, LLC disclose fund performance?
Landmark Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 95 Broadhollow Road, Suite 102, Melville, NY 11747 |
| Phone | 888-342-6436 |
| Fax | 631-923-2488 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1728778 |
| Discloses disciplinary history | No |
Regulatory AUM
$442M▲ 42%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$442Mregulatory AUM
Discretionary $442M