Investment adviser · CRD 109379

LANDMARK WEALTH MANAGEMENT

Investment adviser filing (IA)

BRYANT WOODS INVESTMENT ADVISORS, LLC

GETZVILLE, NY, United States · Form ADV filed Mar 18, 2026

Regulatory AUM
$680M
Form ADV · Item 5.F
Client accounts
298
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
4
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals175$512,587,81875.4%
Individuals112$135,196,76719.9%
Charities7$15,775,8132.3%
Corporations & businessesFewer than 5$13,260,7392.0%
Government entitiesFewer than 5$2,851,5440.4%
Filing source

Form ADV 2076502 · Mar 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 18, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets

Principal office

2410 NORTH FOREST ROAD, SUITE 101
GETZVILLE, NY, 14068, United States

CRD 109379

Filing source

Form ADV 2076502 · Mar 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.