LeadIQ logo
Learn more at LeadIQ.com
Landmark Wealth Management logo

Landmark Wealth Management Employee Directory

Investment ManagementNew York, United States2-10 Employees

Landmark Wealth Management is an independent registered investment advisory firm in the investment management industry. It is headquartered in Getzville, New York, and serves clients across the United States. The firm operates in a fiduciary capacity for high-net-worth individuals and families, as well as institutions and nonprofit organizations, aiming to guide clients through different stages of their financial lives. As a small, specialized team, it emphasizes personalized service and objective wealth management. It operates within the investment management sector as an independent adviser serving high-net-worth individuals, families, institutions, and nonprofit organizations with long-term financial goals.

Find Landmark Wealth Management employees' phone numbers or email addresses

Landmark Wealth Management Global Highlights

Location
Employees

North America
16

Minus sign iconPlus sign icon
  • United States Of America
    16

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Landmark Wealth Management's Leadership

  • Senior Investment Strategist at Landmark Wealth Management
    K. M.
    Senior Investment Strategist
    Mobile Phone
  • Financial Analyst at Landmark Wealth Management
    D. B.
    Financial Analyst
    Mobile Phone

Landmark Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other
  • Consultant

Contact profiles from Landmark Wealth Management

Name
Title
Contact
Location
Last Update
  • Senior Investment Strategist at Landmark Wealth Management
    K. M.
    Senior Investment Strategist
    Mobile Phone
    United Kingdom, England
    Sep 06, 2026
  • Financial Analyst at Landmark Wealth Management
    D. B.
    Financial Analyst
    Mobile Phone
    Oct 21, 2024

Frequently Asked Questions

What is Landmark Wealth Management known for?

Minus sign iconPlus sign iconLandmark Wealth Management was founded in 2005 and operates in the Investment Management industry. You can contact Landmark Wealth Management's main corporate office by phone at
+1-716-630-****
. Explore Landmark Wealth Management's company overview page for more information.

What is Landmark Wealth Management's most common email format?

Minus sign iconPlus sign iconLandmark Wealth Management employees' email format typically follows the pattern of First@landmarkfirm.com. Trying to find reliable and up-to-date employee contact data? Find more Landmark Wealth Management email formats with LeadIQ.

How many employees does Landmark Wealth Management have currently?

Minus sign iconPlus sign iconLandmark Wealth Management has approximately 9 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are Landmark Wealth Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Landmark Wealth Management's key employees include:

  • Senior Investment Strategist: K. M.
  • Financial Analyst: D. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.