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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Pioneer alpha
- Established Date
- 11-01-1999
- Office Locations
- 1
Office Locations
About Landmark Wealth Management
Landmark Wealth Management is an independent RIA based near Amherst, NY serving high-net-worth individuals and families, plus institutions and nonprofits nationwide. The firm provides investment consulting focused on asset allocation, tax-efficient strategy monitoring, and manager/strategy selection with ongoing review, alongside retirement, tax, estate, and generational wealth planning (including return preparation and trust/gifting strategies). Primary custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
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Services
Technology
Owner & Executives
Emilie Camilleri
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
EUGENE GERALD KERSHNER
Partner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Daniel Bertleff
Analyst
- CRD
- #7948703
MARK PATRICK COLLARD
Partner
- CRD
- #4209319
Matrix glacier
Vital quantum zenith
- CRD
- #73102
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $567,838,061 | $2,006,495 |
| Non-Discretionary | $111,834,620 | $7,455,641 |
| Total | $679,672,681 | $2,280,781 |
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Separately Managed Accounts
Total SMA Asset: $679,672,681
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $659,277,765 | 16.6% |
| Cash | $3,312,275,034 | 83.4% |
| Total | $3,971,552,799 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PEAK DELTA FOUNDATION | SIGNAL VALUE | TCSJ1X1VN | THCDB | 5.58% | $3,376,517 |
| VALUE VERTEX HORIZON | MATRIX TIMBER | 3G1G7K6Q0 | DXN | 1.81% | $39,744,497 |
| HARBOR PEAK | EAGLE RIDGE | N3GPV3SB3 | FDM | 6.72% | $39,655,660 |
| MOMENTUM HORIZON CAPITAL | VALUE ATLAS | QFJYDX2RC | AMK | 3.33% | $14,750,384 |
| OAK LEGACY | PRIME SUMMIT | DX3HC4XE6 | ESR | 12.16% | $1,907,794 |
| RIDGE MOMENTUM ELEMENT | TIMBER MOMENTUM | S6BJRUUHH | NGLK | 9.97% | $102,014,900 |
| FRONTIER VECTOR MERIDIAN | ELEMENT BRIDGE | 6YP9YPR4W | TLGVL | 4.73% | $93,412,887 |
| MOMENTUM ALPHA | EAGLE SUMMIT | TDNER6DKP | BLK | 11.52% | $38,462,672 |