Landmark Wealth Advisors, LLC
Landmark Wealth Advisors, LLC (CRD# 166989) is a financial advisory firm headquartered in Bountiful, UT. They manage $59,997,364 in 708 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management60MILLION
Total Number of Accounts708ACCOUNTS
Average Account Value$84,742
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Timothy Bangerter (CRD# 2593035) is an Investment Advisor Representative working at Landmark Wealth Advisors, LLC in Bountiful, UT and has over 21 years of experience in the finance industry.
Lance Tempest (CRD# 2848600) is an Investment Advisor Representative working at Landmark Wealth Advisors, LLC in Bountiful, UT and has over 20 years of experience in the finance industry.