{"url":"https://nivawealth.com/firms/landmark-wealth-management-158693","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/158693","regulatoryAum":442031005,"crd":"158693","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7805603","suffix":null,"lastName":"Belletsky","firstName":"Aaron","middleName":"James"},{"crd":"1435347","suffix":null,"lastName":"COHEN","firstName":"BRIAN","middleName":"ROBERT"},{"crd":"2590933","suffix":null,"lastName":"CONGEMA","firstName":"CHRISTOPHER","middleName":"NORMAN"},{"crd":"2942891","suffix":null,"lastName":"FAVORITO","firstName":"JOSEPH","middleName":"MICHAEL"},{"crd":"2079254","suffix":null,"lastName":"Lempert","firstName":"Stuart","middleName":"Scott"},{"crd":"3118122","suffix":null,"lastName":"MILLINGTON","firstName":"JAMES","middleName":"JULIAN"}],"total":6,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-06-07","regulatoryAum":176696494,"clients":199,"employees":4,"offices":4},{"filedOn":"2022-03-02","regulatoryAum":241522541,"clients":217,"employees":4,"offices":5},{"filedOn":"2023-03-15","regulatoryAum":213378431,"clients":242,"employees":4,"offices":5},{"filedOn":"2024-06-17","regulatoryAum":252619290,"clients":262,"employees":5,"offices":5},{"filedOn":"2025-07-03","regulatoryAum":310516586,"clients":259,"employees":5,"offices":5},{"filedOn":"2026-09-15","regulatoryAum":442031005,"clients":296,"employees":6,"offices":5}],"acquisitions":[{"date":"2015-01-01","datePrecision":"year","name":"Core-X Wealth Management","crd":null,"source":"press","dealType":"acquisition","sellerAum":null,"sellerAumDate":null,"sourceUrl":"https://landmarkwealthmgmt.com/brian-cohen/"}],"secFileNumber":"801-80788","legalName":"Landmark Wealth Management, LLC","displayName":"Landmark Wealth Management","slug":"landmark-wealth-management-158693","website":"https://landmarkwealthmgmt.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/158693/406765594c338bff-r1.webp","tone":"light","width":224,"height":200,"sourceUrl":"https://landmarkwealthmgmt.com/","sourceLabel":"Landmark Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/7129883/admin/dashboard/","founded":"2011","organization":"New York limited liability company","fiscalYearEnd":"December","headquarters":{"street":"95 Broadhollow Road, Suite 102","city":"Melville","state":"NY","stateName":"New York","country":"United States","postalCode":"11747"},"tradeNames":[],"registration":{"secApproved":"2 January 2015","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":1504550.8964285713,"staff":{"employees":6,"advisory":6,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":442031005,"discretionary":442031005,"discretionaryAccounts":865,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":142,"regulatoryAum":73080289},{"label":"High-net-worth individuals","clients":138,"regulatoryAum":348193962},{"label":"Pension and profit-sharing plans","clients":10,"regulatoryAum":6016655},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":4733907},{"label":"Corporations and other businesses","clients":6,"regulatoryAum":10006192}],"feePrograms":[{"role":"main","program":"Account Portfolio Management","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049497","versionId":1049497,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-06-25","documentName":"2026.06.25 FORM ADV PART 2A","fee_rate_low":0.9,"fee_rate_high":0.9,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning and Consulting","summary":"Included in the advisory fee for fee-paying clients. Stand-alone planning or consulting is billed at $250 an hour, which may be negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049497","versionId":1049497,"submittedOn":"2026-06-25","documentName":"2026.06.25 FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T09:39:55.054714+00:00","documents":[{"name":"2026.06.25 FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049497","versionId":1049497,"submittedOn":"2026-06-25"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":442031005}],"custodyNote":"Landmark Wealth Management has custody of client assets.","otherCustodians":[],"leadership":[{"name":"Brian Cohen","title":"Managing Member, CCO","crd":"1435347"},{"name":"Christopher Congema","title":"Managing Member","crd":"2590933"},{"name":"Joseph Favorito","title":"Managing Member","crd":"2942891"}],"ownership":[{"label":"Joseph Favorito","detail":"Managing member in the 25% to 50% ownership band and a control person, since June 2011."},{"label":"Brian Cohen","detail":"Managing member, cco in the 25% to 50% ownership band and a control person, since December 2014."},{"label":"Christopher Congema","detail":"Managing member in the 25% to 50% ownership band and a control person, since December 2014."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":0},"listedOfficeAddresses":5,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"999 Vanderbilt Beach Road,","city":"Naples"}]},{"state":"New York","offices":4,"addresses":[{"street":"95 Broadhollow Road, Suite 102","city":"Melville","headquarters":true},{"street":"150 Motor Parkway, Suite 401","city":"Hauppauge"},{"street":"5 Penn Plaza, 23rd Floor","city":"New York"},{"street":"626 RXR Plaza, 6th Floor","city":"Uniondale"}]}],"brochureServices":["education planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"888-342-6436","stateRegisteredReps":6,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Educational seminars/workshops"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":13},{"label":"Securities issued by registered investment companies or business development companies","percent":82},{"label":"Cash and cash equivalents","percent":1},{"label":"Other","percent":4,"detail":"Private Investments/Individual Bonds"}],"privateFunds":0},"sources":{"adv1FilingDate":"15 September 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/158693/PDF/158693.pdf","brochureDate":"25 June 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1049497","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Landmark Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Landmark Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Landmark Wealth Management charge?","answer":"Landmark Wealth Management charges 0.90% a year for its Account Portfolio Management. The fee is billed in arrears and is negotiable.","source":"2026.06.25 FORM ADV PART 2A, filed 25 June 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Landmark Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Landmark Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Landmark Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Landmark Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Landmark Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Landmark Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 15 September 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}