Landmark Wealth Advisors, LLC
Landmark Wealth Advisors, LLC is an SEC-registered mass-market adviser in Farmington, UT with $135.9M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Landmark Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166989, SEC 801-130036, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $135.9M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Farmington, UT
- Employees
- 2
- Clients
- 268
- CRD
- 166989
- Ownership
- TEMPEST, LANCE, KEITH; BANGERTER FINANCIAL; TEMPEST FINANCIAL; BANGERTER, TIMOTHY, G; TEMPEST, TIFFANY
How much AUM does Landmark Wealth Advisors, LLC have?
Landmark Wealth Advisors, LLC reported $135.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Landmark Wealth Advisors, LLC?
Disclosed owners and executives of Landmark Wealth Advisors, LLC include TEMPEST, LANCE, KEITH, BANGERTER FINANCIAL, TEMPEST FINANCIAL, BANGERTER, TIMOTHY, G, TEMPEST, TIFFANY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.