Long Island Wealth Management, Inc.
● SEC registered since 2014CRD 173363SEC# 801-80445Melville, NY
Reg. AUM
$291.7M
Employees
1
Accounts
487
Location
Melville, NY
Long Island Wealth Management, Inc. assets under management
Long Island Wealth Management, Inc. is a registered investment adviser overseen by the SEC based in Melville, NY. The firm has been registered since 2014. It reports $291.7 million in regulatory assets under management and employs 1 people.
Long Island Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Joseph Myers Control | Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Long Island Wealth Management, Inc. manage?
Long Island Wealth Management, Inc. reports $291.7 million in regulatory assets under management on its Form ADV.
How many employees does Long Island Wealth Management, Inc. have?
Long Island Wealth Management, Inc. reports 1 employees.
Where is Long Island Wealth Management, Inc. located?
Long Island Wealth Management, Inc. is based in Melville, NY and has been SEC-registered since 2014.
Does Long Island Wealth Management, Inc. disclose fund performance?
Long Island 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 | 155 Pinelawn Road, Suite 210n, Melville, NY 11747 |
| Phone | 516-238-7629 |
| Fax | 516-706-0906 |
| Office hours | By Appointment Only |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$291.7M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$291.7Mregulatory AUM
Discretionary $291.7M