Landmark Wealth Advisors, LLC

RIASEC RegisteredEst. 2024

Total AUM

$136M

Discretionary

$136M

100% of AUM

Avg account

$507K

Accounts

268

Employees

Advisory reps

Firm details

Headquarters: Farmington, Utah
CRD number: 166989
Registered since: April 26, 2024
Website: www.landmarkwa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI66.39%
Individuals32.49%
Corporations / Businesses1.13%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Landmark Wealth Advisors, LLC is an independent registered investment adviser that operates as a limited liability company and reports SEC registration in 2024. The firm serves both individual and family clients as well as institutional accounts, and it presents itself as a capital allocator that selects external managers on clients’ behalf. Fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. Stated advisory capabilities cover financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor.