# Landmark Wealth Management

Landmark Wealth Management is a Bank / Wealth / Trust based in Getzville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Getzville, United States
- **Region:** North America
- **Address:** Getzville, NY, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** landmarkwealthmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/landmarkwealthmgmt

## Regulatory record

- **CRD number:** 109379
- **SEC file number:** 801-74639
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/109379

## About

Landmark Wealth Management was established in 2005 and is headquartered in Getzville, New York. The firm operates as a registered investment advisor providing financial planning and portfolio management services to individuals and institutional clients. Its footprint is concentrated in the Western New York region, serving the greater Buffalo metropolitan area. The firm's advisory services center on traditional wealth management: constructing diversified portfolios, retirement planning, and ongoing asset allocation. The firm's public record offers no evidence of participation in venture capital, private equity, or direct co-investment activity. Scale and team metrics remain undisclosed. The firm's public profile is limited, with no additional office locations or adjacent philanthropic vehicles identified. Landmark Wealth Management's single-office structure and boutique posture constrain its addressable market to local high-net-worth clientele without signaling a multi-family office or institutional allocator footprint. Landmark's structural differentiator is its dormancy as a data entity — it is a locally operating RIA that does not compete in the institutional asset-gathering universe that generates public disclosure. This shape most closely resembles thousands of independent advisory firms in the United States that rely on organic referrals rather than marketing-driven growth, making it distinct from the data-rich family offices and fund managers that populate allocator databases.

## Related profiles

- [Landmark Holdings](https://altss.com/profile/landmark-holdings)
- [Landolt & Cie](https://altss.com/profile/landolt-cie)

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Source record modified: 2026-08-11T02:43:31.692Z

Last verified: not supplied by this public snapshot.

## Sources and provenance

- Organization website as recorded: https://landmarkwealthmgmt.com/
- Regulatory source: https://adviserinfo.sec.gov/firm/summary/109379
Source links do not imply that every field was verified on the page modification date. See [Altss methodology](https://altss.com/methodology).

Canonical page: https://altss.com/profile/landmark-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology