1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LANDMARK WEALTH ADVISORS, LLC

Map pinFARMINGTON, UT
Phone801-295-8700
NotebookSEC #801-130036
Total AUM
$135.9M
Employees
2
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
286 SOUTH 200 WEST
SUITE 230
FARMINGTON
UT 84025
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
801-295-8700

ReceiptFinancials

Total AUM
$135.9M
Accounts
268
Discretionary
$135.9M
Accounts
268
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
228
AUM
$44.1M
HNW Individual Clients
38
AUM
$90.2M
Corporation or Business Clients
2
AUM
$1.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NHTXUT

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account