LONG ISLAND WEALTH MANAGEMENT, INC.
CRD #173363 SEC #801-80445 MELVILLE, NY 516-238-7629
SEC Registered
Total AUM
$243.7M
Discretionary
$232.6M
Employees
1
Clients
0
Accounts
649
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $243.7M | $232.6M | $11.1M | 1 | 99 |
| Oct 2025 | $243.7M | $232.6M | $11.1M | 1 | 99 |
| Mar 2025 | $243.7M | $232.6M | $11.1M | 1 | 99 |
| Mar 2025 | $243.7M | $232.6M | $11.1M | 1 | 99 |
| Mar 2024 | $217.4M | $210.6M | $6.8M | 1 | 99 |
| Oct 2023 | $145.5M | $123.9M | $21.6M | 1 | 99 |
| Mar 2023 | $145.5M | $123.9M | $21.6M | 1 | 99 |
| Mar 2022 | $138.3M | $134.7M | $3.5M | 1 | 99 |
| Mar 2021 | $133.4M | $109.8M | $23.5M | 1 | 99 |
| Jun 2020 | $113.7M | $101.4M | $12.3M | 1 | 0 |
| Apr 2020 | $113.7M | $101.4M | $12.3M | 1 | 0 |
| Mar 2019 | $110.8M | $102.1M | $8.7M | 1 | 0 |
| Feb 2018 | $115.8M | $103.4M | $12.4M | 3 | 0 |
| Mar 2017 | $98.2M | $85.7M | $12.4M | 3 | 100 |
| Sep 2016 | $97.3M | $87.5M | $9.8M | 3 | 100 |
| Mar 2016 | $89M | $89M | $0 | 2 | 100 |
| Dec 2015 | $104M | $74M | $30M | 2 | 100 |
| Mar 2015 | $104M | $74M | $30M | 2 | 100 |
| Jan 2015 | $105M | $73M | $32M | 2 | 100 |
| Oct 2014 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$243.7M
Discretionary$232.6M
Non-Disc.$11.1M
Employees1
Clients99
DateOct 2025
Total AUM$243.7M
Discretionary$232.6M
Non-Disc.$11.1M
Employees1
Clients99
DateMar 2025
Total AUM$243.7M
Discretionary$232.6M
Non-Disc.$11.1M
Employees1
Clients99
DateMar 2025
Total AUM$243.7M
Discretionary$232.6M
Non-Disc.$11.1M
Employees1
Clients99
DateMar 2024
Total AUM$217.4M
Discretionary$210.6M
Non-Disc.$6.8M
Employees1
Clients99
DateOct 2023
Total AUM$145.5M
Discretionary$123.9M
Non-Disc.$21.6M
Employees1
Clients99
DateMar 2023
Total AUM$145.5M
Discretionary$123.9M
Non-Disc.$21.6M
Employees1
Clients99
DateMar 2022
Total AUM$138.3M
Discretionary$134.7M
Non-Disc.$3.5M
Employees1
Clients99
DateMar 2021
Total AUM$133.4M
Discretionary$109.8M
Non-Disc.$23.5M
Employees1
Clients99
DateJun 2020
Total AUM$113.7M
Discretionary$101.4M
Non-Disc.$12.3M
Employees1
Clients0
DateApr 2020
Total AUM$113.7M
Discretionary$101.4M
Non-Disc.$12.3M
Employees1
Clients0
DateMar 2019
Total AUM$110.8M
Discretionary$102.1M
Non-Disc.$8.7M
Employees1
Clients0
DateFeb 2018
Total AUM$115.8M
Discretionary$103.4M
Non-Disc.$12.4M
Employees3
Clients0
DateMar 2017
Total AUM$98.2M
Discretionary$85.7M
Non-Disc.$12.4M
Employees3
Clients100
DateSep 2016
Total AUM$97.3M
Discretionary$87.5M
Non-Disc.$9.8M
Employees3
Clients100
DateMar 2016
Total AUM$89M
Discretionary$89M
Non-Disc.$0
Employees2
Clients100
DateDec 2015
Total AUM$104M
Discretionary$74M
Non-Disc.$30M
Employees2
Clients100
DateMar 2015
Total AUM$104M
Discretionary$74M
Non-Disc.$30M
Employees2
Clients100
DateJan 2015
Total AUM$105M
Discretionary$73M
Non-Disc.$32M
Employees2
Clients100
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0