LANDMARK WEALTH MANAGEMENT, INC.
Legal name: MCBEATH FINANCIAL GROUP
CRD #167188 SEC #801-130333 NORMAL, IL 309-808-2224
SEC Registered
Total AUM
$223.2M
Discretionary
$223.2M
Employees
6
Clients
10
Accounts
619
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $223.2M | $223.2M | $0 | 6 | 1 |
| Mar 2025 | $223.2M | $223.2M | $0 | 6 | 1 |
| May 2024 | $160.2M | $160.2M | $0 | 5 | 5 |
| Apr 2024 | $160.2M | $160.2M | $0 | 5 | 5 |
DateMay 2025
Total AUM$223.2M
Discretionary$223.2M
Non-Disc.$0
Employees6
Clients1
DateMar 2025
Total AUM$223.2M
Discretionary$223.2M
Non-Disc.$0
Employees6
Clients1
DateMay 2024
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees5
Clients5
DateApr 2024
Total AUM$160.2M
Discretionary$160.2M
Non-Disc.$0
Employees5
Clients5