Landmark Wealth Management
Landmark Wealth Management is an SEC-registered wealth manager in Getzville, NY with $679.7M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Landmark Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109379, SEC 801-74639, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $679.7M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Getzville, NY
- Employees
- 8
- Clients
- 294
- CRD
- 109379
- Ownership
- KERSHNER, EUGENE; KASHYAP, KAPIL; COLLARD, MARK, PATRICK; KERSHNER, EUGENE, GERALD; ODYSSEY ADVISORS, INC.
How much AUM does Landmark Wealth Management have?
Landmark Wealth Management reported $679.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Landmark Wealth Management?
Disclosed owners and executives of Landmark Wealth Management include KERSHNER, EUGENE, KASHYAP, KAPIL, COLLARD, MARK, PATRICK, KERSHNER, EUGENE, GERALD, ODYSSEY ADVISORS, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.