LANDMARK WEALTH MANAGEMENT, LLC
Adviser information for LANDMARK WEALTH MANAGEMENT, LLC last updated from Form ADV on February 20th, 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 | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 702 | $252.6M |
| Non-Discretionary | 0 | $0 |
| Total | 702 | $252.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 90 | $37.0M |
| HNW Individuals | 166 | $210.8M |
| 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 | 6 | $2.4M |
| Charitable organizations | 0 | $0 |
| 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 | <5 | $2.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly charges |
Principal Office
95 BROADHOLLOW ROAD, SUITE 102MELVILLE
NY
United States
Monday - Friday, 8:30AM TO 5:00PM
Tel: (631) 923-2485, Fax: 631-923-2488
Chief Compliance Officer
BRIAN R. COHEN
MANAGING MEMBER, CCO
95 BROADHOLLOW ROAD, SUITE 102
MELVILLE
NY
United States
Tel:
631-923-2487
Fax:
631-923-2488
B****@*********************M
(Full email address available in API data)
Regulatory Contact
JOSEPH M. FAVORITO
MANAGING MEMBER
95 BROADHOLLOW ROAD, SUITE 102
MELVILLE
NY
United States
Tel:
(631) 930-5336
Fax:
631-923-2488
J********@*********************M
(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 |
|---|---|---|---|---|---|
| FAVORITO, JOSEPH, MICHAEL | Individual | – | MANAGING MEMBER | 06/2011 | 25-50% |
| COHEN, BRIAN, ROBERT | Individual | – | MANAGING MEMBER, CCO | 12/2014 | 25-50% |
| CONGEMA, CHRISTOPHER, NORMAN | Individual | – | MANAGING MEMBER | 12/2014 | 25-50% |
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 |
|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | 329 | 2K | – |
| AMAZON COM INC | COM | 548 | 3K | – |
| AMERICAN CENTY ETF TR | DIVERSIFIED MU | 3K | 55K | – |
| AMERICAN CENTY ETF TR | CORE MUNI FXD IN | 441 | 10K | – |
| APPLE INC | COM | 2K | 11K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 254 | 624 | – |
| BLACKROCK ETF TRUST II | INTERMEDIA MUNI | 541 | 23K | – |
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 5K | 229K | – |
| CAPITAL GRP FIXED INCM ETF T | MUNICIPAL INCOME | 2K | 86K | – |
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 2K | 46K | – |
| DOUBLELINE ETF TRUST | OPPORTUNISTIC BD | 6K | 123K | – |
| EXXON MOBIL CORP | COM | 331 | 3K | – |
| FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 227 | 5K | – |
| FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 2K | 68K | – |
| FIRST TR EXCHANGE-TRADED FD | MANAGD MUN ETF | 3K | 65K | – |
| FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 6K | 133K | – |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 1K | 43K | – |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 2K | 55K | – |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INTRME | 2K | 68K | – |
| INDEXIQ ACTIVE ETF TR | IQ MACKAY INSRED | 295 | 12K | – |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 3K | 16K | – |
| INVESCO QQQ TR | UNIT SER 1 | 1K | 2K | – |
| ISHARES TR | CORE MSCI EAFE | 288 | 4K | – |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 7K | 157K | – |
| J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 3K | 68K | – |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 204 | 4K | – |
| LEGG MASON ETF INVT | WESTN ASET TTL | 3K | 156K | – |
| MASTERCARD INCORPORATED | CL A | 221 | 501 | – |
| NVIDIA CORPORATION | COM | 502 | 4K | – |
| ORACLE CORP | COM | 969 | 7K | – |
| PIMCO ETF TR | INTER MUN BD ACT | 2K | 29K | – |
| PIMCO ETF TR | MUNI INCOME OPP | 913 | 20K | – |
| PIMCO ETF TR | ACTIVE BD ETF | 219 | 2K | – |
| PROSHARES TR | RUSS 2000 DIVD | 5K | 78K | – |
| PROSHARES TR | S&P 500 DV ARIST | 17K | 177K | – |
| PROSHARES TR | S&P MDCP 400 DIV | 4K | 51K | – |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 15K | 425K | – |
| SPDR INDEX SHS FDS | GLB NAT RESRCE | 2K | 34K | – |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 275 | 7K | – |
| SPDR INDEX SHS FDS | S&P INTL SMLCP | 341 | 11K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 414 | 761 | – |
| SPDR SER TR | PORTFOLIO S&P500 | 1K | 18K | – |
| SPDR SER TR | S&P 600 SMCP VAL | 278 | 4K | – |
| SPDR SER TR | PORTFOLIO S&P400 | 284 | 6K | – |
| SSGA ACTIVE TR | SPDR NUVEEN MUN | 2K | 60K | – |
| T ROWE PRICE ETF INC | TOTAL RETURN ETF | 6K | 158K | – |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000IDX | 1K | 6K | – |
| VICTORY PORTFOLIOS II | SHARES FREE CASH | 12K | 373K | – |
| VICTORY PORTFOLIOS II | VICSHS DV AC ETF | 306 | 6K | – |