LANDMARK WEALTH ADVISORS, LLC

CRD 166989File 801-130036

APPROVED

Retail clients

Custody

Filing as of Mar 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$135.9M

Bottom 25% of cohort (national)

Discretionary AUM

$135.9M

Clients

268

268 accounts

Employees

Bottom 25% of cohort in UT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Apr 26, 2024
Principal office: 286 SOUTH 200 WEST, SUITE 230, FARMINGTON, UT, 84025
Phone: 801-295-8700
Website: HTTP://WWW.LANDMARKWA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $135.9M
Discretionary AUM: $135.9M
Non-discretionary AUM: $0
Discretionary accounts: 268
Non-discretionary accounts: 0
Total accounts: 268
AUM per client: $507K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.5M
High net worth individuals	38	$90.2M
Individuals (other than high net worth individuals)	228	$44.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
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 11

This 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.