$291.7M Total AUM
$291.7M Disc. AUM
-- 3Y CAGR
1 Employees
125 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-15-2014
- Office Locations
- 1
Office Locations
155 Pinelawn Road Suite 210n Melville NY
About Long Island Wealth Management, Inc.
Long Island Wealth Management (Melville, NY) provides retirement planning, comprehensive financial planning, and wealth management for retail investors. The firm emphasizes a conservative, long-term investment approach and builds portfolios primarily with ETFs (with some mutual funds). Custody is reported with Charles Schwab; Chief Investment Officer Jeffrey Joseph Myers leads investment decisions.
Team overview
-- AVG AGE
$291.7M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Owner & Executives
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J
JEFFREY JOSEPH MYERS
Chief Investment Officer
- CRD
- #3154149
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $291,674,579 | $598,921 |
| Non-Discretionary | $0 | -- |
| Total | $291,674,579 | $598,921 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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