SourcingSourcing

LANDMARK WEALTH MANAGEMENT, LLC

B54
CRD 158693·SEC 801-80788·MELVILLE, NY
AUM
$442.0M
$100M-$500M
Est. Revenue
$4.4M
@ 1% on AUM
Est. EBITDA
$1.3M
@ 30% margin
Est. Deal Value
$10.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LANDMARK WEALTH MANAGEMENT, LLC
CRD
158693
SEC file #
801-80788
EIN
452586190
DBA names
—

Economics

AUM
$442.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$117.3M → $442.0M▲ +277%
Client mix
Individuals Other142
Individuals High Net Worth138
Pension Profit Sharing Plans10
Corporations6

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
3 advisors → 6 advisors▲ +100%
Primary office
MELVILLE NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsEducational Seminars Workshops
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
twitter.com/longislandria(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COHEN, BRIAN, ROBERT
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
COHEN, BRIAN, ROBERT
CONGEMA, CHRISTOPHER, NORMAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:twitter.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
137,167
Form 5500 Compensation Trajectory 3y
2025137,167
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
137,167
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001728778
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2022-01-27
Edgar Last Filing Date
2026-04-29
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-04-29
Accession0001728778-26-000003

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
95 BROADHOLLOW ROAD, SUITE 102MELVILLE, NY 11747
Business
95 BROADHOLLOW ROAD, SUITE 102MELVILLE, NY 11747
Edgar EIN
452586190
Edgar Recent Filings
13F-HR2026-04-29 · 0001728778-26-000003
13F-HR2026-02-05 · 0001728778-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1435347
Trust Company Affiliate
No

People (6)

6
CONGEMA, CHRISTOPHER, NORMAN
IAR · Direct Owner · 37.5%
2590933
FAVORITO, JOSEPH, MICHAEL
IAR · Direct Owner · 37.5%
2942891
COHEN, BRIAN, ROBERT
IAR · Direct Owner · 37.5%
1435347
Aaron James Belletsky
IAR
7805603
Stuart Scott Lempert
IAR
2079254
JAMES JULIAN MILLINGTON
IAR
3118122