Landmark Wealth Management, LLC, has reported a total of $415 million in assets under management (AUM) as of September 30, 2026. This figure, disclosed in their latest filing, underscores the firm’s growing influence in the investment advisory sector.

The filing, dated November 3, 2026, reveals that Landmark has diversified its portfolio significantly. With a total of 157 holdings, the firm is positioning itself as a key player in the asset management landscape.

Background

Landmark Wealth Management, LLC, is an investment advisory firm based in Melville, New York. The firm is categorized under the SIC description for investment advice and has been actively filing reports with the SEC. Its recent filings include several 13F-HR forms, with the latest being filed on November 3, 2026, and covering the period ending September 30, 2026.

What the Filing Says

The recent filing indicates that Landmark Wealth Management has a total of 157 entries in its investment portfolio, with a total value of $415,090,060. The filing does not provide specific details on individual asset performance or strategic changes but emphasizes the firm's commitment to transparency and regulatory compliance.

Impact

This update may affect clients and investors looking for reliable asset management services. The reported AUM reflects Landmark's ability to attract and retain clients in a competitive market. Additionally, the firm’s diverse holdings, including major companies like 3M Co and Alphabet Inc, could influence investor sentiment and expectations in the investment advisory sector.

What's Next

The filing does not say what happens next. However, it sets the stage for future disclosures and potential strategic moves by Landmark Wealth Management as it continues to grow its asset base.