Landmark Wealth Advisors, Llc
- Regulatory AUM
- $136M
- Discretionary
- $136M
- Clients
- 268
- Avg AUM / client
- $507K
- Accounts
- 268
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 228 | $44.1M | 32.5% |
| High net worth individuals | 38 | $90.2M | 66.4% |
| Corporations and other businesses | 2 | $1.5M | 1.13% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Painters District Council No. 30 Pension Fund Board Of Trustees Painters District Coun No. 30 Pension Fund | Aurora, IL | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bangerter, Alisa | Member | Apr 2004 (22y) | ≈ 25% – 56.25% via Bangerter Financial | |
| Timothy G Bangerter | Managing Member | Apr 2004 (22y) | ≈ 25% – 56.25% via Bangerter Financial | |
| Lance Keith Tempest | Managing Member | Apr 2006 (20y) | ≈ 25% – 56.25% via Tempest Financial | |
| Tempest, Tiffany | Member | Apr 2006 (20y) | ≈ 25% – 56.25% via Tempest Financial |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bangerter Financial | Member | Mar 2013 | A | 50% – 75% |
| Tempest Financial | Member | Mar 2013 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Bangerter, Alisa: 50% – 75% of Bangerter Financial × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Timothy G Bangerter: 50% – 75% of Bangerter Financial × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Lance Keith Tempest: 50% – 75% of Tempest Financial × 50% – 75% direct ≈ 25% – 56.25% of the firm
- Tempest, Tiffany: 50% – 75% of Tempest Financial × 50% – 75% direct ≈ 25% – 56.25% of the firm
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Painters District Council No. 30 Pension Fund | Board Of Trustees Painters District Coun No. 30 Pension Fund | 932 | $461M | 04/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 984 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
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $136M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗