Long Island Wealth Management, Inc.
Firm details
- Headquarters
- Melville, New York
- CRD number
- 173363
- Registered since
- October 15, 2014
- Website
- www.liwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.76%
- Individuals6.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Long Island Wealth Management, Inc. is an independent registered investment adviser that provides financial planning and discretionary portfolio management primarily for individual and family clients and small businesses. The firm is organized as a corporation, is individually owned, and has been SEC-registered since 2014. Its fee arrangements combine asset-based fees and fixed-fee engagements. The adviser reports it does not position itself as a capital allocator and does not market ESG strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities74%
- Public Funds/Mutual Funds15%
- Non-Exchange Traded Equities7%
- US Government Bonds2%
- State & Local Bonds1%
Contacts
1 of 1
Jeffrey Myers
PresidentCRD 3154149
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$228M in ETFs
44%
$101M
49%
$127M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR US SMALL CAP POWER BUFFER ETF - JANUARY (KJAN) | Innovator | Active | Options Trading | $21.7M | 476,337 | 9.51% |
Location
Melville, NY
Suffolk
Location
Melville, NY
Headquartered in Melville, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Suffolk
- Address
- 155 Pinelawn Rd
- Time zone
- ET (UTC-5)
- Office locations
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