$135.9M Total AUM
$135.9M Disc. AUM
-- 3Y CAGR
2 Employees
269 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-12-2013
- Office Locations
- 1
Office Locations
286 South 200 West Suite 230 Farmington UT
About Landmark Wealth Advisors, LLC
Landmark Wealth Advisors, LLC is an independent RIA based in Farmington, Utah, providing investment management and retirement-focused planning for individuals and families across multiple states, plus plan consulting for small and mid-sized business retirement plans. Portfolios are primarily implemented with ETFs and public funds, and the firm custodians with Charles Schwab.
Team overview
-- AVG AGE
$67.9M AVG AUM / ADVISOR
$505.1K AVG AUM / CLIENT
13.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Capital Alpha Ridge
Client Personas
Optima Foundation harbor
Custodian
Bridge pathway Crest optima Ridge
Investment Themes
Vital fusion Foundation matrix
Investment Vehicles
Matrix
Platform
Atlas
Services
Vector Meridian legacy Focus vital Timber unison Oak Beacon Unison
Owner & Executives
T
TIMOTHY G BANGERTER
Chief Compliance Officer, Manager
- CRD
- #2593035
- Ownership
- Less than 5%
(266) 610-7591
vital.optima@legacycapital.com
in linkedin.com/in/pioneer-legacy
LANCE KEITH TEMPEST
Owner
- CRD
- #2848600
- Ownership
- Less than 5%
(468) 896-8231
eagle.crest@optimacapital.com
in linkedin.com/in/timber-eagle
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $135,877,126 | $507,004 |
| Non-Discretionary | $0 | -- |
| Total | $135,877,126 | $507,004 |
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Separately Managed Accounts
Total SMA Asset: $135,877,126
Public Funds:
23.7% Equity - Exchange:
21.1% Municipal Bonds:
24.5% Cash:
24.3% Private Funds:
6.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $742,664,459 | 23.7% |
| Equity - Exchange | $661,190,721 | 21.1% |
| Municipal Bonds | $767,733,302 | 24.5% |
| Cash | $761,466,091 | 24.3% |
| Private Funds | $200,550,740 | 6.4% |
| Total | $3,133,605,313 | 100.0% |