Long Island Wealth Management, Inc.
Long Island Wealth Management, Inc. is an SEC-registered wealth manager in Melville, NY with $291.7M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Long Island Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173363, SEC 801-80445, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $291.7M (2026-04-02)
- Firm type
- Wealth Manager
- Location
- Melville, NY
- Employees
- 1
- Clients
- 125
- CRD
- 173363
- Ownership
- MYERS, JEFFREY JOSEPH; BURKE, JEFFREY R.
How much AUM does Long Island Wealth Management, Inc. have?
Long Island Wealth Management, Inc. reported $291.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Long Island Wealth Management, Inc.?
Disclosed owners and executives of Long Island Wealth Management, Inc. include MYERS, JEFFREY JOSEPH, BURKE, JEFFREY R.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.