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

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  • United States Of America
    16

Landmark Wealth Management's Leadership

  • Stylized image of a person
    D. B.
    Financial Analyst
    Phone icon

Landmark Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from Landmark Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. B.
    Financial Analyst
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Landmark Wealth Management known for?

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Landmark Wealth Management was founded in 2005 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Landmark Wealth Management's company overview page for more information.

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

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Landmark Wealth Management employees' email format typically follows the pattern of . 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?

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Landmark Wealth Management has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Financial Analyst: D. B.

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