Landmark Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, and education planning.
Landmark Wealth Management reports 296 clients. They include 142 individual clients, 138 high-net-worth individuals, and 10 pension and profit-sharing plans. Of its assets, 100.0% ($442M across 865 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 48% | 17% |
| High-net-worth individuals | 47% | 79% |
| Pension and profit-sharing plans | 3% | 1% |
| Charitable organizations | Fewer than 5 | 1% |
| Corporations and other businesses | 2% | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 142 | $73.1M | 16.5% | $515K |
| High-net-worth individuals | 138 | $348M | 78.8% | $2.52M |
| Pension and profit-sharing plans | 10 | $6.02M | 1.4% | $602K |
| Charitable organizations | Fewer than 5 | $4.73M | 1.1% | — |
| Corporations and other businesses | 6 | $10M | 2.3% | $1.67M |
| Total | 296 | $442M | 100% | — |
- Clients
- 142
- Regulatory AUM
- $73.1M
- AUM share
- 16.5%
- Avg. per client
- $515K
- Clients
- 138
- Regulatory AUM
- $348M
- AUM share
- 78.8%
- Avg. per client
- $2.52M
- Clients
- 10
- Regulatory AUM
- $6.02M
- AUM share
- 1.4%
- Avg. per client
- $602K
- Clients
- Fewer than 5
- Regulatory AUM
- $4.73M
- AUM share
- 1.1%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $10M
- AUM share
- 2.3%
- Avg. per client
- $1.67M
Total
- Clients
- 296
- Regulatory AUM
- $442M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Landmark Wealth Management charges 0.90% a year for its Account Portfolio Management. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Included in the advisory fee for fee-paying clients. Stand-alone planning or consulting is billed at $250 an hour, which may be negotiable.
Joseph Favorito owns 25% to 50% of Landmark Wealth Management. It has 6 employees.
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- Owns 25% to 50% of Landmark Wealth Management, LLC
Joseph Favorito
Control person · since June 2011
- Owns 25% to 50% of Landmark Wealth Management, LLC
Brian Cohen
Control person · since December 2014
- Owns 25% to 50% of Landmark Wealth Management, LLC
Christopher Congema
Control person · since December 2014
Landmark Wealth Management’s regulatory assets grew 2.5× from $177M (June 2021) to $442M (September 2026); clients rose from 199 to 296 and employees from 4 to 6. In 2015, Core-X Wealth Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $442M | 296 | 6 | 5 |
| Jul 2025July 2025 | $311M | 259 | 5 | 5 |
| Jun 2024June 2024 | $253M | 262 | 5 | 5 |
| Mar 2023March 2023 | $213M | 242 | 4 | 5 |
| Mar 2022March 2022 | $242M | 217 | 4 | 5 |
| Jun 2021June 2021 | $177M | 199 | 4 | 4 |
Firms that joined
20151 joined
- Core-X Wealth ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Landmark Wealth Management has 4 offices, with 5 listed addresses across 2 states.
New York · 4 listed addresses
- 95 Broadhollow Road, Suite 102, MelvilleHQ
- 150 Motor Parkway, Suite 401, Hauppauge
- 5 Penn Plaza, 23rd Floor, New York
- 626 RXR Plaza, 6th Floor, Uniondale
Florida · 1 listed address
- 999 Vanderbilt Beach Road,, Naples
Contact and registration details
- Legal name
- Landmark Wealth Management, LLC
- Headquarters
- 95 Broadhollow Road, Suite 102, Melville, NY 11747
- Website
- landmarkwealthmgmt.com
- Phone
- 888-342-6436
- @7129883
- SEC file
- 801-80788
- Founded
- 2011
- Structure
- New York LLC
- Fiscal year end
- December
Landmark Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($442M). Landmark Wealth Management has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $442M100%
At year end, Landmark Wealth Management’s separately managed accounts were mostly in funds (82%) and stocks (13%).
What the accounts hold
- Stocks13%
- Funds82%
- Cash1%
- Other4%
- Private investments/individual bonds4%
How many clients does Landmark Wealth Management have?
Landmark Wealth Management has 296 clients and manages $442 million for them, as of September 2026. They include 142 individual clients, 138 high-net-worth individuals, and 10 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 September 2026
What services does Landmark Wealth Management offer?
Landmark Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, and education planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Landmark Wealth Management charge?
Landmark Wealth Management charges 0.90% a year for its Account Portfolio Management. The fee is billed in arrears and is negotiable.
Which custodians does Landmark Wealth Management use?
Landmark Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $442M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 September 2026
How many financial advisors does Landmark Wealth Management have?
Landmark Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Landmark Wealth Management invest in?
At the end of its last fiscal year, Landmark Wealth Management’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 4% other and 1% cash and equivalents. The 4% other category is described as: Private Investments/Individual Bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Landmark Wealth Management?
Landmark Wealth Management’s direct owners are Joseph Favorito, Brian Cohen and Christopher Congema, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 15 September 2026
How does Landmark Wealth Management get paid?
Landmark Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Landmark Wealth Management?
Landmark Wealth Management’s main office is at 95 Broadhollow Road, Suite 102, Melville, NY 11747. Its phone number is 888-342-6436. Its website is landmarkwealthmgmt.com.
