Landmark Wealth Management, LLC
Landmark Wealth Management, LLC is an SEC-registered wealth manager in Melville, NY with $442.0M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Landmark Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158693, SEC 801-80788, data through 2026-06-25.
- AUM (assets under management / regulatory AUM)
- $442.0M (2026-06-25)
- Firm type
- Wealth Manager
- Location
- Melville, NY
- Employees
- 6
- Clients
- 296
- CRD
- 158693
- Ownership
- FAVORITO, JOSEPH, MICHAEL; COHEN, BRIAN, ROBERT; CONGEMA, CHRISTOPHER, NORMAN; CONGEMA, CHRIS, N
How much AUM does Landmark Wealth Management, LLC have?
Landmark Wealth Management, LLC reported $442.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-25).
Who owns Landmark Wealth Management, LLC?
Disclosed owners and executives of Landmark Wealth Management, LLC include FAVORITO, JOSEPH, MICHAEL, COHEN, BRIAN, ROBERT, CONGEMA, CHRISTOPHER, NORMAN, CONGEMA, CHRIS, N. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.