Key facts
- LANDMARK WEALTH MANAGEMENT is a other based in GETZVILLE, NY.
- LANDMARK WEALTH MANAGEMENT reports $6.3M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 109379- Regulatory AUM
- $6.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 8
- Registered office
- GETZVILLE, NY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as BRYANT WOODS INVESTMENT ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for LANDMARK WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LANDMARK WEALTH MANAGEMENT's AUM?
- LANDMARK WEALTH MANAGEMENT manages approximately $6.3M in assets.