Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

BRYANT WOODS INVESTMENT ADVISORS, LLC

dba LANDMARK WEALTH MANAGEMENT · CRD 109379 · Registered Investment Adviser

BRYANT WOODS INVESTMENT ADVISORS, LLC is a Registered Investment Adviser headquartered in GETZVILLE, NY. The firm reports $679,672,681 in regulatory assets under management across 298 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$567,838,061
Non-discretionary$111,834,620
Total RAUM$679,672,681
Accounts298

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 109379. adviserinfo.sec.gov/firm/summary/109379.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.