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LANDMARK WEALTH MANAGEMENT
Legal name: BRYANT WOODS INVESTMENT ADVISORS, LLC
CRD 109379File 801-74639
APPROVED
Retail clients
Custody
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$679.7M
Above cohort median (national)
Discretionary AUM
$567.8M
Non-discretionary $111.8M
Clients
294
298 accounts
Employees
8
Below cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 5, 2012
- Principal office
- 2410 NORTH FOREST ROAD, SUITE 101, GETZVILLE, NY, 14068
- Phone
- 716-810-9594
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $679.7M
- Discretionary AUM
- $567.8M
- Non-discretionary AUM
- $111.8M
- Discretionary accounts
- 283
- Non-discretionary accounts
- 15
- Total accounts
- 298
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $13.3M |
| Charitable organizations | 7 | $15.8M |
| High net worth individuals | 175 | $512.6M |
| State or municipal government entities | Fewer than 5 | $2.9M |
| Individuals (other than high net worth individuals) | 112 | $135.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.