Private Market View

LANDMARK WEALTH MANAGEMENT, LLC

Other · MELVILLE, NY

AUM
$1.7M
Portfolio companies
Recorded deals
Last investment

Key facts

  • LANDMARK WEALTH MANAGEMENT, LLC is a other based in MELVILLE, NY.
  • LANDMARK WEALTH MANAGEMENT, LLC reports $1.7M in regulatory assets under management, per its SEC Form ADV (2026-03).

Registered with the SEC

Form ADV · 2026-03 · CRD 158693
Regulatory AUM
$1.7M
Private fund assets
Private funds
Staff
6
Registered office
MELVILLE, NY
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for LANDMARK WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is LANDMARK WEALTH MANAGEMENT, LLC's AUM?
LANDMARK WEALTH MANAGEMENT, LLC manages approximately $1.7M in assets.