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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 25, 2024
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Jul 25, 2024 REGISTERED
Notice Filings (12)
AK AZ CA CO FL IN MN NV OR TX WA WI
Address
8665 HUDSON BLVD. NSUITE 100
LAKE ELMO, MN 55042
United States
Phone: (800) 251-9932