This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$442MItem 5.F on the latest filing (2026-09-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$442M

Private client RAUM

$421MderivedItem 5.D individuals plus high net worth individuals

Private client share

95%derivedprivate client RAUM over total RAUM

Advisors on IAPD

6

RAUM per advisor

$73.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

6

Offices

4Schedule D 1.F, beyond the principal office

Accounts

865

Individual clients

142

High net worth clients

138

SEC number

801-80788

CIK

1728778

CRD

158693

Filings on the tape

32

First filed

Dec 18, 2014

Latest filed

Sep 15, 2026

Organised

Limited Liability Company, NY

• Occurred

  Jan 30, 2026
  Regulatory AUM changed

  Landmark Wealth Management, Llc reported RAUM $442.0M, up 42% from $310.5M (2025-07-03 to 2026-01-30)

  Form ADVobserved 5 days ago
  $132M
• Occurred

  Dec 18, 2014
  First Form ADV filing

  Landmark Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d17f24f4-764b-6d72-8bf4-ab63a9847aec

First observed

Dec 18, 2014

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.