RIA Intelligence

LANDMARK WEALTH ADVISORS, LLC

CRD #166989 SEC #801-130036 FARMINGTON, UT 801-295-8700
SEC Registered
Total AUM
$122.5M
Discretionary
$122.5M
Employees
2
Clients
25
Accounts
476

Firm Details

Organization Type
Limited Liability Company
State of Formation
Utah
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Aug 19, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BANGERTER, TIMOTHY, GIMANAGER/CHIEF COMPLIANCE OFFICERNA Control
BANGERTER, TIMOTHY, GIMANAGER/CHIEF COMPLIANCE OFFICERNA Control
BANGERTER, TIMOTHY, GIMANAGER/CHIEF COMPLIANCE OFFICERNA Control
BANGERTER, TIMOTHY, GIMANAGER/CHIEF COMPLIANCE OFFICERNA Control
BANGERTER, TIMOTHY, GIMANAGER/CHIEF COMPLIANCE OFFICERNA Control
BANGERTER, TIMOTHY, GIMANAGER/CHIEF COMPLIANCE OFFICERNA Control
BANGERTER, TIMOTHY, GIMANAGER/CHIEF COMPLIANCE OFFICERNA Control
TEMPEST, LANCE, KEITHIOWNERNA Control
TEMPEST, LANCE, KEITHIOWNERNA Control
TEMPEST, LANCE, KEITHIOWNERNA Control
TEMPEST, LANCE, KEITHIOWNERNA Control
TEMPEST, LANCE, KEITHIOWNERNA Control
TEMPEST, LANCE, KEITHIOWNERNA Control
TEMPEST, LANCE, KEITHIOWNERNA Control
BANGERTER FINANCIALDEMEMBERD Control
BANGERTER FINANCIALDEMEMBERD Control
BANGERTER FINANCIALDEMEMBERD Control
BANGERTER FINANCIALDEMEMBERD Control
BANGERTER FINANCIALDEMEMBERD Control
BANGERTER FINANCIALDEMEMBERD Control
BANGERTER FINANCIALDEMEMBERD Control
TEMPEST FINANCIALDEMEMBERD Control
TEMPEST FINANCIALDEMEMBERD Control
TEMPEST FINANCIALDEMEMBERD Control
TEMPEST FINANCIALDEMEMBERD Control
TEMPEST FINANCIALDEMEMBERD Control
TEMPEST FINANCIALDEMEMBERD Control
TEMPEST FINANCIALDEMEMBERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BANGERTER, ALISAIBANGERTER FINANCIALD
BANGERTER, ALISAIBANGERTER FINANCIALD
BANGERTER, ALISAIBANGERTER FINANCIALD
BANGERTER, TIMOTHY, GIBANGERTER FINANCIALD Control
BANGERTER, TIMOTHY, GIBANGERTER FINANCIALD Control
BANGERTER, TIMOTHY, GIBANGERTER FINANCIALD Control
TEMPEST, LANCE, KEITHITEMPEST FINANCIALD Control
TEMPEST, LANCE, KEITHITEMPEST FINANCIALD Control
TEMPEST, LANCE, KEITHITEMPEST FINANCIALD Control
TEMPEST, TIFFANYITEMPEST FINANCIALD
TEMPEST, TIFFANYITEMPEST FINANCIALD
TEMPEST, TIFFANYITEMPEST FINANCIALD

Registrations

Federal

IA
Aug 19, 2025 REGISTERED

Notice Filings (3)

NH TX UT

Address

286 SOUTH 200 WEST
SUITE 230
FARMINGTON, UT 84025
United States
Phone: 801-295-8700