LANDMARK WEALTH MANAGEMENT, LLC

95 Broadhollow Road, Suite 102
Melville, New York 11747
Tel: 888-342-6436

About LANDMARK WEALTH MANAGEMENT, LLC

LANDMARK WEALTH MANAGEMENT, LLC, formally registered with the SEC as LANDMARK WEALTH MANAGEMENT, LLC. The firm was established in 01/02/2015. They have over 5 offices throughout the country.

LANDMARK WEALTH MANAGEMENT, LLC is a Melville, New York based Financial Planning firm with nearly $310,516,586 assets under management, offering retirement planning & investment advisory services to 787 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	158693
SEC#	801-80788
Assets Managed by Firm	$310,516,586
No. of Clients	787
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	787	$310,516,586
Individuals (other than high net worth individuals)	95	$48,361,761
High net worth individuals	164	$254,250,555
Pension and profit sharing plans	Fewer than 5 clients	$2,839,075
Charitable organizations	Fewer than 5 clients	$2,290,112
Corporations or other businesses	Fewer than 5 clients	$2,775,083

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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