LWMG, LLC
Legal name: LANDMARK WEALTH MANAGEMENT GROUP
CRD #322210 SEC #801-125975 LAKE ELMO, MN (800) 251-9932
SEC Registered
Total AUM
$824.4M
Discretionary
$794M
Employees
40
Clients
51
Accounts
2,904
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $824.4M | $794M | $30.4M | 40 | 25 |
| May 2024 | $824.4M | $794M | $30.4M | 40 | 25 |
| Mar 2024 | $824.4M | $794M | $30.4M | 40 | 25 |
| Jan 2024 | $717.2M | $686M | $31.2M | 28 | 0 |
| Apr 2023 | $717.2M | $686M | $31.2M | 28 | 0 |
| Mar 2023 | $717.2M | $686M | $31.2M | 28 | 0 |
| Jan 2023 | $687.6M | $674.8M | $12.8M | 14 | 0 |
| Oct 2022 | $687.6M | $674.8M | $12.8M | 14 | 0 |
| Aug 2022 | $0 | $0 | $0 | 14 | 0 |
| Jul 2022 | $0 | $0 | $0 | 1 | 0 |
| May 2022 | $0 | $0 | $0 | 1 | 0 |
DateJul 2024
Total AUM$824.4M
Discretionary$794M
Non-Disc.$30.4M
Employees40
Clients25
DateMay 2024
Total AUM$824.4M
Discretionary$794M
Non-Disc.$30.4M
Employees40
Clients25
DateMar 2024
Total AUM$824.4M
Discretionary$794M
Non-Disc.$30.4M
Employees40
Clients25
DateJan 2024
Total AUM$717.2M
Discretionary$686M
Non-Disc.$31.2M
Employees28
Clients0
DateApr 2023
Total AUM$717.2M
Discretionary$686M
Non-Disc.$31.2M
Employees28
Clients0
DateMar 2023
Total AUM$717.2M
Discretionary$686M
Non-Disc.$31.2M
Employees28
Clients0
DateJan 2023
Total AUM$687.6M
Discretionary$674.8M
Non-Disc.$12.8M
Employees14
Clients0
DateOct 2022
Total AUM$687.6M
Discretionary$674.8M
Non-Disc.$12.8M
Employees14
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees14
Clients0
DateJul 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0