Landmark Wealth Management, Inc.
- Regulatory AUM
- $287M
- Discretionary
- $287M
- Clients
- 237
- Avg AUM / client
- $1.2M
- Accounts
- 680
- Employees
- 8
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) | 139 | $57.7M | 20.1% |
| High net worth individuals | 97 | $229M | 79.8% |
| Charitable organizations | 1 | $358K | 0.12% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Krista Dawn Mcbeath | Trustee/President/Chief Compliance Officer | Chartered Financial Consultant | Mar 2013 (13y) | 75% or more |
| Robert Lavern Mcbeath | Trustee/Vice President | Apr 2018 (8y) | 75% or more | |
| Julie Ann Karstens | Registered representative | Feb 2022 (4y) | ||
| David Zachary Brewer | Registered representative | CFP | May 2023 (3y) | |
| Nathan Michael Sandon | Registered representative | Jan 2026 (1y) | ||
| Ian Joshua Cavallo | Registered representative | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Mcbeath Family Trust Dated April 30, 2021 | Owner | Aug 2022 | A | 75% or more |
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 | 1 MB | 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
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $287M (100% of AUM) Jun 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: Jun 25, 2026.
View current Form ADV (SEC/IAPD) ↗