LANDMARK WEALTH MANAGEMENT
BRYANT WOODS INVESTMENT ADVISORS, LLC Legal Name
Adviser information for LANDMARK WEALTH MANAGEMENT last updated from Form ADV on January 18th, 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 | New York, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 239 | $390.7M |
| Non-Discretionary | 13 | $80.3M |
| Total | 252 | $470.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 100 | $103.5M |
| HNW Individuals | 145 | $344.9M |
| 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 | 6 | $20.1M |
| State or municipal gov entities | <5 | $2.4M |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting services |
|---|---|
| Compensation | % of AUM |
Principal Office
2410 NORTH FOREST ROADSUITE 101
GETZVILLE
NY
United States
Monday - Friday, 8:30 A.M. - 5:00 P.M.
Tel: 716-630-2489, Fax: 716-408-8899
Chief Compliance Officer
JOSHUA KAPLAN
VICE PRESIDENT OF ADVISORY SERVICES
2410 NORTH FOREST ROAD
SUITE 101
GETZVILLE
NY
United States
Tel:
716-630-2489
Fax:
716-408-8899
J*****@***************M
(Full email address available in API data)
Regulatory Contact
MARK COLLARD
MANAGING PARTNER
2410 NORTH FOREST ROAD
SUITE 101
GETZVILLE
NY
United States
Tel:
716-630-2441
Fax:
716-408-8899
M***@***************M
(Full email address available in API data)
Industry Affiliates
| CHIAMPOU TRAVIS BESAW & KERSHNER LLP | Accountant or accounting firm |
| LANDMARK TAX ADVISORS, LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KERSHNER, EUGENE, GERALD | Individual | – | MEMBER | 11/1999 | < 5% |
| ODYSSEY ADVISORS, INC. | Domestic Entity | – | MEMBER | 01/2005 | 25-50% |
| COLLARD, MARK, PATRICK | Individual | ODYSSEY ADVISORS, INC. | MANAGING MEMBER | 01/2005 | > 75% |
| LANDMARK WEALTH ADVISORS, LLC | Domestic Entity | – | MEMBER | 11/2011 | 25-50% |
| CHIAMPOU TRAVIS BESAW & KERSHNER LLP | Domestic Entity | – | MEMBER | 11/2011 | 10-25% |
| LAIBLE, BRIAN, K | Individual | LANDMARK WEALTH ADVISORS, LLC | MANAGING MEMBER | 11/2011 | > 75% |
| KAPLAN, JOSHUA, J | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2018 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 25th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ABBVIE INC | COM | 227K | 2K | – |
| AMAZON COM INC | COM | 1M | 10K | – |
| APPLE INC | COM | 11M | 66K | – |
| BERKSHIRE HATHAWAY INC DEL | CL A | 1M | 2 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1M | 3K | – |
| DIGIMARC CORP NEW | COM | 2M | 70K | – |
| EXTRA SPACE STORAGE INC | COM | 655K | 5K | – |
| FIDELITY COVINGTON TRUST | LOW VOLITY ETF | 386K | 8K | – |
| FIDELITY COVINGTON TRUST | MOMENTUM FACTR | 1M | 28K | – |
| INVESCO QQQ TR | UNIT SER 1 | 281K | 785 | – |
| ISHARES INC | CORE MSCI EMKT | 9M | 194K | – |
| ISHARES INC | MSCI EMERG MRKT | 465K | 9K | – |
| ISHARES INC | MSCI GBL MIN VOL | 6M | 68K | – |
| ISHARES TR | CORE MSCI EAFE | 2M | 27K | – |
| ISHARES TR | CORE S&P MCP ETF | 20M | 79K | – |
| ISHARES TR | CORE S&P SCP ETF | 13M | 139K | – |
| ISHARES TR | CORE S&P500 ETF | 30M | 71K | – |
| ISHARES TR | GLB INFRASTR ETF | 224K | 5K | – |
| ISHARES TR | MSCI USA MIN VOL | 906K | 13K | – |
| ISHARES TR | MSCI USA MMENTM | 6M | 41K | – |
| JOHNSON & JOHNSON | COM | 281K | 2K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 696K | 4K | – |
| LINDE PLC | SHS | 1M | 4K | – |
| M & T BK CORP | COM | 756K | 6K | – |
| MICROSOFT CORP | COM | 590K | 2K | – |
| MOOG INC | CL A | 354K | 3K | – |
| NUCOR CORP | COM | 211K | 1K | – |
| NVIDIA CORPORATION | COM | 764K | 2K | – |
| OBSIDIAN ENERGY LTD | COM | 83K | 10K | – |
| PPG INDS INC | COM | 312K | 2K | – |
| SCHLUMBERGER LTD | COM STK | 238K | 4K | – |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 511K | 7K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 529K | 1K | – |
| UNION PAC CORP | COM | 664K | 3K | – |
| VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 6M | 65K | – |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 4M | 50K | – |
| VANGUARD INDEX FDS | EXTEND MKT ETF | 275K | 2K | – |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 425K | 6K | – |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 10M | 25K | – |
| VANGUARD INDEX FDS | VALUE ETF | 370K | 3K | – |
| VANGUARD STAR FDS | VG TL INTL STK F | 783K | 15K | – |
| WHITE MTNS INS GROUP LTD | COM | 509K | 340 | – |