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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LANDMARK WEALTH MANAGEMENT

BRYANT WOODS INVESTMENT ADVISORS, LLC, CRD 109379

GETZVILLE, NY

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Search this name across graphsid dfx:ria:fc8e1013-79b6-9f05-6bca-b78a0a16f88f

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Mar 15, 2012 to Mar 18, 2026
30 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $680MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $568M
Private client RAUM: $648MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $136Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 298
Individual clients: 112
High net worth clients: 175
Custody, client assets: $189M
SEC number: 801-74639
CRD: 109379
Filings on the tape: 30
First filed: Mar 15, 2012
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, NY

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
Lindsay June DeLellis	Certified Financial Planner	GETZVILLE, NY	5	10	n/a	no
MARK PATRICK COLLARD	n/a	GETZVILLE, NY	5	25	2	no
BRIAN K LAIBLE	Certified Financial Planner\|Personal Financial Specialist	GETZVILLE, NY	3	25	n/a	no
Daniel Bertleff	Certified Financial Planner	GETZVILLE, NY	2	14	n/a	no
Wesley Austin	Certified Financial Planner	GETZVILLE, NY	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COLLARD, MARK, PATRICK	MANAGING MEMBER	E	yes	01/2005	Mar 15, 2012	Jul 2, 2024
KAPLAN, JOSHUA, J	CHIEF COMPLIANCE OFFICER	Na	yes	01/2018	Feb 26, 2018	Jul 2, 2024
LAIBLE, BRIAN, K	MANAGING MEMBER	E	yes	11/2011	Mar 15, 2012	Jul 2, 2024
LANDMARK WEALTH ADVISORS, LLC	Member	C	yes	11/2011	Feb 27, 2015	Jul 2, 2024
ODYSSEY ADVISORS, INC.	Member	C	yes	01/2005	Mar 15, 2012	Jul 2, 2024
CHIAMPOU TRAVIS BESAW & KERSHNER LLP	Member	B	no	11/2011	Mar 15, 2012	Jul 2, 2024
KERSHNER, EUGENE, GERALD	Member	Na	no	11/1999	Mar 15, 2012	Jul 2, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHIAMPOU TRAVIS BESAW & KERSHNER LLP	n/a	n/a	n/a	Y	yes	n/a
LANDMARK TAX ADVISORS, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$680M	$568M	8	4	0	n/a	n/a
2024	Mar 20, 2025	$616M	$518M	8	4	0	n/a	n/a
2023	Jan 18, 2024	$471M	$391M	7	5	0	n/a	n/a
2022	Jan 19, 2023	$391M	$327M	6	5	0	n/a	n/a
2021	Feb 2, 2022	$420M	$347M	7	5	0	n/a	n/a
2020	Mar 5, 2021	$358M	$296M	6	5	0	n/a	n/a
2019	Feb 25, 2020	$310M	$255M	8	6	0	n/a	n/a
2018	Feb 5, 2019	$220M	$187M	8	6	0	n/a	n/a
2017	Feb 26, 2018	$212M	$177M	8	6	0	n/a	n/a
2016	Feb 9, 2017	$167M	$139M	7	5	n/a	n/a	n/a
2015	Feb 19, 2016	$140M	$119M	6	4	n/a	n/a	n/a
2014	Feb 27, 2015	$134M	$121M	4	4	n/a	n/a	n/a
2013	Jan 30, 2014	$98.3M	$82.3M	4	4	n/a	n/a	n/a
2012	Jan 23, 2013	$81.3M	$69.0M	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$680M	$616M	10.4%	$391M	20.2%	8	8	0	0

Relationships

Registered with (5)

← Wesley AustinAdvisorregistration: current employment
Jun 25, 2026 to presentfactForm ADV
← Daniel BertleffAdvisorregistration: current employment
Jul 2, 2024 to presentfactForm ADV
← BRIAN K LAIBLEAdvisorregistration: current employment
Nov 17, 2022 to presentfactForm ADV
← MARK PATRICK COLLARDAdvisorregistration: current employment
Apr 8, 2021 to presentfactForm ADV
← Lindsay June DeLellisAdvisorregistration: current employment
Mar 8, 2021 to presentfactForm ADV

Controls (5)

← COLLARD, MARK, PATRICKOwnerMANAGING MEMBER, ownership code E, individual
Mar 15, 2012 to Jul 2, 2024factForm ADV
← LAIBLE, BRIAN, KOwnerMANAGING MEMBER, ownership code E, individual
Mar 15, 2012 to Jul 2, 2024factForm ADV
← KAPLAN, JOSHUA, JOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 26, 2018 to Jul 2, 2024factForm ADV
← LANDMARK WEALTH ADVISORS, LLCOwnerMEMBER, ownership code C, domestic entity
Feb 27, 2015 to Jul 2, 2024factForm ADV
← ODYSSEY ADVISORS, INC.OwnerMEMBER, ownership code C, domestic entity
Mar 15, 2012 to Jul 2, 2024factForm ADV

Owns (2)

← KERSHNER, EUGENE, GERALDOwnerMEMBER, ownership code NA, individual
Mar 15, 2012 to Jul 2, 2024factForm ADV
← CHIAMPOU TRAVIS BESAW & KERSHNER LLPOwnerMEMBER, ownership code B, domestic entity
Mar 15, 2012 to Jul 2, 2024factForm ADV

Dated events

Occurred
Feb 14, 2025
Regulatory AUM changed
Landmark Wealth Management reported RAUM $615.9M, up 31% from $470.9M (2024-07-02 to 2025-02-14)
Form ADVobserved 5 days ago
$145M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc8e1013-79b6-9f05-6bca-b78a0a16f88f
First observed: Mar 15, 2012
Last observed: Mar 18, 2026 6 months 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.

LANDMARK WEALTH MANAGEMENT

BRYANT WOODS INVESTMENT ADVISORS, LLC, CRD 109379

GETZVILLE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fc8e1013-79b6-9f05-6bca-b78a0a16f88f

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:40 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Lindsay June DeLellis

Certified Financial Planner

GETZVILLE, NY

n/a

MARK PATRICK COLLARD

n/a

GETZVILLE, NY

BRIAN K LAIBLE

Certified Financial Planner|Personal Financial Specialist

GETZVILLE, NY

n/a

Daniel Bertleff

Certified Financial Planner

GETZVILLE, NY

n/a

Wesley Austin

Certified Financial Planner

GETZVILLE, NY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COLLARD, MARK, PATRICK

MANAGING MEMBER

yes

01/2005

Mar 15, 2012

Jul 2, 2024

KAPLAN, JOSHUA, J

CHIEF COMPLIANCE OFFICER

yes

01/2018

Feb 26, 2018

Jul 2, 2024

LAIBLE, BRIAN, K

MANAGING MEMBER

yes

11/2011

Mar 15, 2012

Jul 2, 2024

LANDMARK WEALTH ADVISORS, LLC

Member

yes

11/2011

Feb 27, 2015

Jul 2, 2024

ODYSSEY ADVISORS, INC.

Member

yes

01/2005

Mar 15, 2012

Jul 2, 2024

CHIAMPOU TRAVIS BESAW & KERSHNER LLP

Member

11/2011

Mar 15, 2012

Jul 2, 2024

KERSHNER, EUGENE, GERALD

Member

11/1999

Mar 15, 2012

Jul 2, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHIAMPOU TRAVIS BESAW & KERSHNER LLP

n/a

yes

n/a

LANDMARK TAX ADVISORS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$680M

$568M

n/a

2024

Mar 20, 2025

$616M

$518M

n/a

2023

Jan 18, 2024

$471M

$391M

n/a

2022

Jan 19, 2023

$391M

$327M

n/a

2021

Feb 2, 2022

$420M

$347M

n/a

2020

Mar 5, 2021

$358M

$296M

n/a

2019

Feb 25, 2020

$310M

$255M

n/a

2018

Feb 5, 2019

$220M

$187M

n/a

2017

Feb 26, 2018

$212M

$177M

n/a

2016

Feb 9, 2017

$167M

$139M

n/a

2015

Feb 19, 2016

$140M

$119M

n/a

2014

Feb 27, 2015

$134M

$121M

n/a

2013

Jan 30, 2014

$98.3M

$82.3M

n/a

2012

Jan 23, 2013

$81.3M

$69.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$680M

$616M

10.4%

$391M

20.2%