SourcingSourcing

LANDMARK WEALTH ADVISORS, LLC

B61
CRD 166989·SEC 801-130036·FARMINGTON, UT
AUM
$135.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$408K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LANDMARK WEALTH ADVISORS, LLC
CRD
166989
SEC file #
801-130036
EIN
—
DBA names
—

Economics

AUM
$135.9M
AUM band
$100M-$500M
AUM trajectory
'25'26
$122.5M → $135.9M▲ +11%
Client mix
Individuals Other228
Individuals High Net Worth38
Corporations2

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
FARMINGTON UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/11/2026
ADV-W filed at
—
Website
landmarkwa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BANGERTER FINANCIAL
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
BANGERTER FINANCIAL
TEMPEST FINANCIAL
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
ok
Rdap Domain
LANDMARKWA.COM
Rdap Domain Creation Date
2013-01-29T01:05:41Z
Rdap Firm Age Years
13
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4078
Soi Zip Pct 200k Plus
0.1553
Soi Zip Returns 200k Plus
1,600
Soi Zip Total AGI
1,345,423
Fdic Zip Total Deposits
4,293,391,000
Fdic Zip Branch Count
98
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Zions Bancorporation, N.A.

Compliance & brand

Firm Registration Status
active

All other collected signals (23)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
First Security Bank of Utah, National AssociationFarmington, UT
Zions First National BankFarmington, UT
Fdic Zip HHI
1817.19
Fdic Zip Top Bank Share Pct
31.68
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-29T01:05:41Z
Rdap Domain Last Changed
2026-01-29T17:20:14Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,053
Returns2,350
Stub 2
AGI54,890
Returns1,490
Stub 3
AGI74,584
Returns1,200
Soi Zip Total Business Income
21,129
Soi Zip Total Cap Gains
98,419
Soi Zip Total Dividends
22,034
Soi Zip Total Returns
10,300
Trust Company Affiliate
No

People (2)

2
TEMPEST, LANCE, KEITH
IAR · Executive Officer · 2.5%
2848600
BANGERTER, TIMOTHY, G
IAR · Executive Officer · 2.5%
2593035