LONG ISLAND WEALTH MANAGEMENT, INC.

155 Pinelawn Road
Suite 210n
Melville, New York 11747
Tel: 516-238-7629

About LONG ISLAND WEALTH MANAGEMENT, INC.

LONG ISLAND WEALTH MANAGEMENT, INC, formally registered with the SEC as LONG ISLAND WEALTH MANAGEMENT, INC. The firm was established in 10/15/2014. They have over 2 offices throughout the country.

LONG ISLAND WEALTH MANAGEMENT, INC. is a Melville, New York based Financial Planning firm with nearly $217,350,727 assets under management, offering retirement planning & investment advisory services to 422 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173363
SEC#	801-80445
Assets Managed by Firm	$217,350,727
No. of Clients	422
No. of Advisors	1

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	422	$217,350,727
Individuals (other than high net worth individuals)	33	$18,102,000
High net worth individuals	82	$199,248,727

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