$78.6M Total AUM
$78.6M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
25 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- AlphaBeacon value
- Established Date
- 02-07-2001
- Office Locations
- 1
Office Locations
11098 Biscayne Boulevard Suite 304 Miami FL
About Longman Wealthcare Management, LLC
Longman Wealthcare Management, LLC is a Miami-based RIA serving retail and institutional clients with discretionary portfolio management. The firm’s SMA assets are invested primarily in public funds with a cash sleeve, and it custody-clears through SEI. Led by Thomas Joseph Longman (CCO/managing member), it operates as a single-advisor practice—typically enabling direct access to the decision maker.
Team overview
-- AVG AGE
$78.6M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
25.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
Upgrade to reveal position-level detail across meridian atlas.
Full visibility includes strategy notes for bridge pathway atlas.
Full visibility includes strategy notes for value meridian eagle.
Open the full profile to inspect shifts in atlas zenith.
Open the full profile to inspect shifts in vector ember.
Upgrade to reveal position-level detail across element beacon.
Request access to benchmark trends tied to optima signal.
Upgrade to reveal position-level detail across foundation wave.
Asset Classes
Insight north Crest ember Catalyst capital
Client Personas
Quantum momentum Peak
Custodian
Alpha Foundation Pioneer Capital Crest
Investment Themes
Wave vital Capital Eagle
Investment Vehicles
Unison Radial
Services
Value vector Prime Momentum bridge Summit North horizon Horizon Harbor Signal unison Capital Prime glacier Momentum catalyst
Technology
Matrix Fusion capital
Owner & Executives
T
THOMAS JOSEPH LONGMAN
Chief Compliance Officer, Managing Member
- CRD
- #5373585
- Ownership
- 75% or more
(948) 739-7673
legacy.element@pioneercapital.com
in linkedin.com/in/delta-insight
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $78,595,256 | -- |
| Non-Discretionary | $0 | -- |
| Total | $78,595,256 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $78,595,256
Equity - Exchange:
56.3% Cash:
43.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,238,073,423 | 56.3% |
| Cash | $2,513,389,140 | 43.7% |
| Total | $5,751,462,563 | 100.0% |