Overview
Assets Under Management: $136 million
Headquarters: FARMINGTON, UT
High-Net-Worth Clients: 38
Average Client Assets: $2.4 million
Frequently Asked Questions
LANDMARK WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166989), LANDMARK WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
LANDMARK WEALTH ADVISORS, LLC is headquartered in FARMINGTON, UT.
LANDMARK WEALTH ADVISORS, LLC serves 38 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, LANDMARK WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
LANDMARK WEALTH ADVISORS, LLC manages $136 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, LANDMARK WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.39%
Average Client Assets: $2.4 million
Total Client Accounts: 268
Discretionary Accounts: 268
Regulatory Filings
CRD Number: 166989
Filing ID: 2056959
Last Filing Date: 2026-03-11 09:57:39