Landmark Wealth Management, Llc
- Regulatory AUM
- $442M
- Discretionary
- $442M
- Clients
- 296
- Avg AUM / client
- $1.5M
- Accounts
- 865
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 142 | $73.1M | 16.5% |
| High net worth individuals | 138 | $348M | 78.8% |
| Pension and profit sharing plans | 10 | $6.0M | 1.36% |
| Charitable organizations | Fewer than 5 clients | $4.7M | 1.07% |
| Corporations and other businesses | 6 | $10.0M | 2.26% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Michael Favorito | Managing Member | CFP | Jun 2011 (15y) | 25% – 50% |
| Brian Robert Cohen | Managing Member, Cco | Dec 2014 (12y) | 25% – 50% | |
| Christopher Norman Congema | Managing Member | CFP | Dec 2014 (12y) | 25% – 50% |
| James Julian Millington | Registered representative | CFP | Mar 2021 (5y) | |
| Aaron James Belletsky | Registered representative | Sep 2023 (3y) | ||
| Stuart Scott Lempert | Registered representative | Jun 2025 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/25/2026 | 954 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $442M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗