Hedge Fund Database

LANDMARK WEALTH MANAGEMENT GROUP

LWMG, LLC Legal Name

Adviser information for LANDMARK WEALTH MANAGEMENT GROUP last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Minnesota, United States

Employees

Total Number of Employees 40
Investment Advisory/Research 12
Registered Broker-Dealer Representatives 10
Registered State Investment Advisers 12
Licensed Agents of an Insurance Company 12
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,863 $794.0M
Non-Discretionary 41 $30.4M
Total 2,904 $824.4M

Clients

Type Number RAUM
Individuals 1,027 $374.8M
HNW Individuals 259 $434.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 5 $1.5M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 7 $13.4M
Other 0 $0
Type Number
No. of Non-RAUM Clients 25
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-125975
SEC ERA File Number 801-125975
SEC CIK Numbers 1964955
SEC CRD Numbers 322210
Legal Entity Identifier None

Principal Office

8665 HUDSON BLVD. N
SUITE 100
LAKE ELMO
MN
United States
Monday - Friday, 9AM - 5PM
Tel: (800) 251-9932, Fax: None

Websites

www.landmarkwealth.com/ www.linkedin.com/company/landmarkwealth/ www.youtube.com/channel/ucdbrmtvmz1t6tmx9skqqing/ www.facebook.com/landmarkwealth landmark-wealth-management.blubrry.net/category/wealth-unlocked/

Chief Compliance Officer

SONIA GOFORTH
101 S. 5TH ST.
SUITE 2500
LOUISVILLE
KY
United States
Tel: 5025402593
(Full email address available in API data)

Regulatory Contact

JOHN UNDERWOOD
CHIEF FINANCIAL OFFICER
8665 HUDSON BLVD. N. SUITE #100
LAKE ELMO
MN
United States
Tel: 651-299-0105
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
GILLINGHAM, TODD, STERLING Individual – MEMBER 08/2022 25-50%
TANGWALL, GARY, ARTHUR Individual – MANAGING MEMBER 08/2022 25-50%
SELBO, THOMAS, MARK Individual – MEMBER 08/2022 5-10%
BEYL-LEE, JENNIFER, LEE Individual – MEMBER 08/2022 10-25%
BROBERG, CHAD, DAVID Individual – MEMBER 08/2022 10-25%
NESVOLD, BJORN, THOMAS Individual – MEMBER 08/2022 5-10%
GOFORTH, SONIA, ANN Individual – CHIEF COMPLIANCE OFFICER 10/2023 < 5%

No. Employees, Historic

4020020222023202420251 on 5/27/20221 on 7/8/202214 on 8/1/202214 on 8/1/202214 on 8/1/202214 on 10/20/202214 on 1/24/202328 on 3/23/202328 on 4/20/202328 on 1/20/202440 on 3/21/2024

RAUM, Historic

900M450M020222023202420250 on 5/27/20220 on 7/8/20220 on 8/1/20220 on 8/1/20220 on 8/1/2022687559806 on 10/20/2022687559806 on 1/24/2023717201934 on 3/23/2023717201934 on 4/20/2023717201934 on 1/20/2024824391424 on 3/21/2024

No. Clients, Historic

2,0001,000020222023202420250 on 5/27/20220 on 7/8/20220 on 8/1/20220 on 8/1/20220 on 8/1/20221837 on 10/20/20221837 on 1/24/20231707 on 3/23/20231707 on 4/20/20231707 on 1/20/20241298 on 3/21/2024

Holdings

From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ISHARES TR CORE DIV GRWTH 59M 1M –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 55M 1M –
ISHARES TR RUS 1000 GRW ETF 48M 133K –
ISHARES TR CORE S&P500 ETF 35M 63K –
INVESCO QQQ TR UNIT SER 1 34M 70K –
ISHARES TR RUS 1000 VAL ETF 27M 156K –
VANGUARD INDEX FDS MID CAP ETF 25M 104K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 23M 477K –
ISHARES TR TIPS BD ETF 14M 133K –
ISHARES TR 20 YR TR BD ETF 12M 126K –
APPLE INC COM 11M 50K –
ISHARES TR CORE US AGGBD ET 9M 94K –
SPDR SER TR PORTFOLIO AGRGTE 9M 339K –
VANGUARD BD INDEX FDS SHORT TRM BOND 8M 106K –
ISHARES TR EAFE GRWTH ETF 6M 54K –
ISHARES INC CORE MSCI EMKT 5M 99K –
3M CO COM 5M 48K –
ISHARES TR EAFE SML CP ETF 5M 74K –
ISHARES TR RUS 2000 VAL ETF 4M 28K –
ANALOG DEVICES INC COM 4M 18K –
ISHARES TR CORE DIV GRWTH 4M 69K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 4M 75K –
MICROSOFT CORP COM 4M 8K –
ISHARES TR RUS 1000 GRW ETF 3M 8K –
INVESCO QQQ TR UNIT SER 1 3M 5K –
ISHARES TR CORE S&P500 ETF 3M 5K –
AMAZON COM INC COM 2M 12K –
LOCKHEED MARTIN CORP COM 2M 5K –
ISHARES TR U.S. TECH ETF 2M 14K –
ISHARES TR RUS 1000 VAL ETF 2M 11K –
CLEAN ENERGY TECHNOLOGIES IN COM NEW 2M 1M –
VANGUARD INDEX FDS MID CAP ETF 2M 7K –
NVIDIA CORPORATION COM 2M 14K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 2M 34K –
ALPHABET INC CAP STK CL C 2M 9K –
ADVANCED MICRO DEVICES INC COM 2M 9K –
ISHARES TR RUS 2000 GRW ETF 1M 6K –
ISHARES TR CORE S&P MCP ETF 1M 24K –
ISHARES TR CORE S&P SCP ETF 1M 12K –
BIO-TECHNE CORP COM 1M 15K –
ISHARES TR MSCI EAFE ETF 1M 14K –
ALPHABET INC CAP STK CL A 1M 6K –
SELECT SECTOR SPDR TR TECHNOLOGY 1M 5K –
ISHARES TR TIPS BD ETF 1M 9K –
ELI LILLY & CO COM 948K 1K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 944K 2K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 908K 5K –
ISHARES TR 20 YR TR BD ETF 815K 9K –
JPMORGAN CHASE & CO. COM 806K 4K –
SPDR SER TR PRTFLO S&P500 GW 790K 10K –
UNITEDHEALTH GROUP INC COM 773K 2K –
BRIDGEWATER BANCSHARES INC COM 765K 66K –
MERCK & CO INC COM 709K 6K –
AMGEN INC COM 699K 2K –
META PLATFORMS INC CL A 651K 1K –
NVIDIA CORPORATION COM 647K 5K –
SOLVENTUM CORP COM SHS 632K 12K –
ISHARES TR U.S. MED DVC ETF 614K 11K –
PEPSICO INC COM 564K 3K –
ISHARES TR EAFE VALUE ETF 556K 10K –
ISHARES TR RUS 1000 ETF 555K 2K –
ISHARES TR CORE US AGGBD ET 546K 6K –
SPDR SER TR PORTFOLIO AGRGTE 523K 21K –
WALMART INC COM 506K 7K –
VANGUARD WORLD FD MEGA GRWTH IND 491K 2K –
SPDR SER TR PORTFOLIO INTRMD 468K 14K –
MCDONALDS CORP COM 459K 2K –
ISHARES TR CORE S&P US VLU 453K 5K –
SPDR SER TR BLOOMBERG 1-3 MO 452K 5K –
MEDTRONIC PLC SHS 446K 6K –
VANGUARD BD INDEX FDS SHORT TRM BOND 435K 6K –
TESLA INC COM 434K 2K –
GE AEROSPACE COM NEW 422K 3K –
ISHARES TR SHORT TREAS BD 414K 4K –
ISHARES TR 0-3 MNTH TREASRY 413K 4K –
SPDR SER TR BLOOMBERG 3-12 M 413K 4K –
SPDR S&P 500 ETF TR TR UNIT 412K 757 –
ISHARES TR US HLTHCARE ETF 410K 7K –
ECOLAB INC COM 407K 2K –
VERIZON COMMUNICATIONS INC COM 390K 9K –
VANGUARD INDEX FDS S&P 500 ETF SHS 372K 744 –
ISHARES TR EAFE GRWTH ETF 370K 4K –
SUPER MICRO COMPUTER INC COM 369K 450 –
MICROSOFT CORP COM 363K 812 –
ISHARES INC CORE MSCI EMKT 359K 7K –
CHEVRON CORP NEW COM 341K 2K –
US BANCORP DEL COM NEW 341K 9K –
ISHARES TR IBOXX HI YD ETF 341K 4K –
3M CO COM 303K 3K –
INTUIT COM 296K 450 –
ISHARES TR EAFE SML CP ETF 287K 5K –
ISHARES TR GLOBAL 100 ETF 286K 3K –
ISHARES TR NATIONAL MUN ETF 280K 3K –
AMERICAN ELEC PWR CO INC COM 275K 3K –
ISHARES TR RUS 2000 VAL ETF 267K 2K –
VANGUARD BD INDEX FDS INTERMED TERM 265K 4K –
VANGUARD INDEX FDS SM CP VAL ETF 251K 1K –
PROCTER AND GAMBLE CO COM 247K 1K –
ZSCALER INC COM 244K 1K –
PACCAR INC COM 243K 2K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 236K 441 –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 228K 1K –
FASTENAL CO COM 225K 4K –
EXXON MOBIL CORP COM 218K 2K –
ISHARES TR S&P 100 ETF 213K 808 –
HOME DEPOT INC COM 212K 616 –
AMAZON COM INC COM 207K 1K –
ISHARES TR ESG AW MSCI EAFE 203K 3K –
JOHNSON & JOHNSON COM 203K 1K –
AUTOMATIC DATA PROCESSING IN COM 202K 848 –