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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 20, 2025 and March 18, 2026, reported AUM increased 10.4%, from $615.9M to $679.7M.
Across 5 reported observations, AUM increased 62.0% between February 2, 2022 and March 18, 2026, from $419.5M to $679.7M.
Of the latest reported AUM, 83.5% is discretionary and 16.5% is non-discretionary.
The firm reports 4 advisory representatives and 294 clients, or 73.5 clients per representative. That equates to $2.3M in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on March 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Landmark Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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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Wesley Austin
Investment Consultant
- CRD
- #7193024
Daniel Bertleff
Analyst
- CRD
- #7948703
Showing 2 of 7 contacts
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
SMA allocation detail is available
Landmark Wealth Management has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Landmark Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.