LONGMAN WEALTHCARE MANAGEMENT, LLC

RIASEC Registered

Total AUM

$78.6M

Discretionary

$78.6M

100% of AUM

Avg account

$2.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MIAMI, Florida
CRD number: 110555
Website: www.tomlongman.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals61.39%
Pension & Profit Sharing Plans38.61%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Longman Wealthcare Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm acts as a capital allocator, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers. Its billing includes asset‑based fees as well as hourly and flat‑fee arrangements. Longman identifies accounting among its core business activities and does not position itself as an active ESG investor.