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).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    708
    ACCOUNTS
  • Average Account Value
    $84,742
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, UT

Financial Advisors at Landmark Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy G. Bangerter
CRD#: 2593035
1568 South 500 West, Suite #101, Bountiful, UT 84010
93
Wealthminder
score

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.

2
Lance K. Tempest
CRD#: 2848600
1568 South 500 West, Suite #101, Bountiful, UT 84010
93
Wealthminder
score

Lance Tempest (CRD# 2848600) is an Investment Advisor Representative working at Landmark Wealth Advisors, LLC in Bountiful, UT and has over 19 years of experience in the finance industry.

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