LANDMARK WEALTH MANAGEMENT, LLC
CRD #158693 SEC #801-80788 MELVILLE, NY 888-342-6436
SEC Registered
Total AUM
$310.5M
Discretionary
$310.5M
Employees
5
Clients
0
Accounts
787
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $310.5M | $310.5M | $0 | 5 | 0 |
| Jun 2025 | $310.5M | $310.5M | $0 | 5 | 0 |
| Jun 2025 | $310.5M | $310.5M | $0 | 5 | 0 |
| Feb 2025 | $310.5M | $310.5M | $0 | 5 | 0 |
| Oct 2024 | $252.6M | $252.6M | $0 | 5 | 0 |
| Jun 2024 | $252.6M | $252.6M | $0 | 5 | 0 |
| Feb 2024 | $252.6M | $252.6M | $0 | 5 | 0 |
| Mar 2023 | $213.4M | $213.4M | $0 | 4 | 0 |
| Feb 2023 | $213.4M | $213.4M | $0 | 4 | 0 |
| Mar 2022 | $241.5M | $241.5M | $0 | 4 | 0 |
| Jun 2021 | $176.7M | $176.7M | $0 | 4 | 0 |
| Mar 2021 | $176.7M | $176.7M | $0 | 4 | 0 |
| Mar 2021 | $176.7M | $176.7M | $0 | 4 | 0 |
| May 2020 | $155.9M | $155.9M | $0 | 3 | 0 |
| Mar 2020 | $155.9M | $155.9M | $0 | 3 | 0 |
| Mar 2019 | $117.3M | $117.3M | $0 | 3 | 2 |
| Feb 2019 | $117.3M | $117.3M | $0 | 3 | 2 |
| Mar 2018 | $110.6M | $110.6M | $0 | 3 | 1 |
| Mar 2017 | $85.9M | $85.9M | $0 | 3 | 100 |
| Mar 2016 | $67.9M | $67.9M | $0 | 3 | 100 |
| Aug 2015 | $61.5M | $61.5M | $0 | 3 | 26 |
| Jan 2015 | $52.2M | $52.2M | $0 | 3 | 26 |
| Dec 2014 | $26.8M | $26.8M | $0 | 3 | 26 |
| Dec 2014 | $26.8M | $26.8M | $0 | 3 | 26 |
DateJul 2025
Total AUM$310.5M
Discretionary$310.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$310.5M
Discretionary$310.5M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$310.5M
Discretionary$310.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$310.5M
Discretionary$310.5M
Non-Disc.$0
Employees5
Clients0
DateOct 2024
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees5
Clients0
DateJun 2024
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$252.6M
Discretionary$252.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$213.4M
Discretionary$213.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$241.5M
Discretionary$241.5M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees3
Clients2
DateFeb 2019
Total AUM$117.3M
Discretionary$117.3M
Non-Disc.$0
Employees3
Clients2
DateMar 2018
Total AUM$110.6M
Discretionary$110.6M
Non-Disc.$0
Employees3
Clients1
DateMar 2017
Total AUM$85.9M
Discretionary$85.9M
Non-Disc.$0
Employees3
Clients100
DateMar 2016
Total AUM$67.9M
Discretionary$67.9M
Non-Disc.$0
Employees3
Clients100
DateAug 2015
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees3
Clients26
DateJan 2015
Total AUM$52.2M
Discretionary$52.2M
Non-Disc.$0
Employees3
Clients26
DateDec 2014
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees3
Clients26
DateDec 2014
Total AUM$26.8M
Discretionary$26.8M
Non-Disc.$0
Employees3
Clients26