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Landmark Wealth Management, LLC

Landmark Wealth Management, LLC. CRD 158693

Landmark Wealth Management, LLC logo

CRD: 158693

Landmark Wealth Management, LLC

Melville, NY, 11747
8883426436
landmarkwealthmgmt.com
$442.0M Total AUM
$442.0M Disc. AUM
27.5% 3Y CAGR
6 Employees
296 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
QuantumAtlas frontier +more
Established Date
01-02-2015
Office Locations
1

Office Locations

95 Broadhollow Road, Suite 102 Melville NY

About Landmark Wealth Management, LLC

Landmark Wealth Management, LLC is an independent, fee-only SEC-registered RIA based on Long Island (Melville, NY) providing comprehensive financial planning and investment management for individuals, families, small business owners, and charitable foundations. The team builds and monitors customized plans and emphasizes fiduciary, cost-conscious implementation—seeking low-cost, liquid solutions and diversification across investments—with conference centers across NY and in Naples, FL.

Team overview

55 AVG AGE
$73.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
4.2 yrs AVG TENURE
6 Employees
6 Advisory Reps
6 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Fusion Radial catalyst Vital element Focus Value

Client Personas

Summit

Custodian

Zenith vital

Fund Managers

Momentum quantum

Investment Themes

Bridge prime Element Horizon north Bridge quantum

Investment Vehicles

Eagle bridge

Services

Summit Optima Meridian summit Bridge Focus glacier Eagle Crest horizon

Technology

Prime vital Focus Beacon

Owner & Executives

BRIAN ROBERT COHEN

BRIAN ROBERT COHEN

Branch Manager, Chief Compliance Officer, Managing Member

CRD
#1435347
Ownership
25% but less than 50%
(474) 833-3798
element.signal@ridgecapital.com
in linkedin.com/in/catalyst-zenith
CHRISTOPHER NORMAN CONGEMA

CHRISTOPHER NORMAN CONGEMA

Investment Advisor, Managing Member

CRD
#2590933
Ownership
25% but less than 50%
(294) 931-3077
value.focus@summitcapital.com
in linkedin.com/in/vector-foundation
P

Peak summit

Meridian beacon eagle

CRD
#95036
Ownership
2.0%
(557) 928-8345
eagle.zenith@elementcapital.com
in linkedin.com/in/vector-zenith

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Contacts

A

Aaron James Belletsky

--

CRD
#7805603
(349) 325-4621
matrix.legacy@wavecapital.com
in linkedin.com/in/atlas-meridian
Stuart Scott Lempert

Stuart Scott Lempert

CWS

CRD
#2079254
(236) 758-6576
harbor.prime@foundationcapital.com
in linkedin.com/in/unison-radial
O

Oak fusion

Alpha delta element

CRD
#61974
(443) 536-5357
radial.oak@catalystcapital.com
in linkedin.com/in/pathway-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-02-2022
03-15-2023
10-09-2024
07-03-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $442,031,005 $511,019
Non-Discretionary $0 --
Total $442,031,005 $511,019

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Separately Managed Accounts

Total SMA Asset: $442,031,005

$442.0M Total SMA
Public Funds:
37.7%
Equity - Exchange:
13.3%
Other:
28.6%
Cash:
20.4%
Asset class Assets Assets %
Public Funds $2,453,406,888 37.7%
Equity - Exchange $865,525,507 13.3%
Other $1,861,205,225 28.6%
Cash $1,327,572,957 20.4%
Total $6,507,710,577 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
SUMMIT RADIAL PRIME ALPHA HORIZON 5IHIVVDP5 XBQGW 10.97% $92,186,360
CAPITAL VITAL WAVE VITAL BEACON A365TKZU0 RHFH 6.96% $93,489,165
ELEMENT BEACON RIDGE BEACON TA0T3ZAYB IMH 4.00% $2,800,521
EAGLE DELTA INSIGHT EMBER FWK1ZXT5K WEOBO 0.99% $77,256,612
CREST INSIGHT FRONTIER FOCUS SUMMIT LLC62P5JE IZP 12.06% $37,659,037
RADIAL ATLAS EMBER VERTEX UNISON AZ7C23H2F DJOLW 8.73% $76,930,557
INSIGHT MATRIX EMBER NORTH NORTH MAZB33KCA WFB 10.35% $14,709,355
HORIZON FOCUS BRIDGE PRIME 6U7X1PP1W CTQRC 3.27% $98,743,597

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