SourcingSourcing

LONG ISLAND WEALTH MANAGEMENT, INC.

C44
CRD 173363·SEC 801-80445·MELVILLE, NY
AUM
$291.7M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$875K
@ 30% margin
Est. Deal Value
$7.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LONG ISLAND WEALTH MANAGEMENT, INC.
CRD
173363
SEC file #
801-80445
EIN
260484066
DBA names
—

Economics

AUM
$291.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$110.8M → $291.7M▲ +163%
Client mix
Individuals High Net Worth70
Individuals Other55

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
1 advisors → 1 advisors▬ 0%
Primary office
MELVILLE NY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/02/2026
ADV-W filed at
—
Website
liwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MYERS, JEFFREY JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MYERS, JEFFREY JOSEPH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
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
LIWEALTH.COM
Rdap Domain Creation Date
2014-09-26T20:42:57Z
Rdap Firm Age Years
12
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 Cik
0002011177
Edgar Registered
Yes
Edgar Filing Count
13
Edgar First Filing Date
2024-02-14
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001951757-26-000670

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
155 PINELAWN ROADSUITE 210 NMELVILLE, NY 11747
Business
155 PINELAWN ROADSUITE 210 NMELVILLE, NY 11747
Edgar EIN
260484066
Edgar Recent Filings
13F-HR2026-04-21 · 0001951757-26-000670
13F-HR2026-01-21 · 0001951757-26-000240
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2034-09-26T20:42:57Z
Rdap Domain Last Changed
2025-09-16T02:23:57Z
Rdap Nameservers
Ns1.gt3creative.comNs2.gt3creative.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (1)

1
MYERS, JEFFREY, JOSEPH
IAR
3154149