Landmark Wealth Advisors, LLC

Landmark Wealth Advisors, LLC (CRD# 166989) is a financial advisory firm headquartered in Farmington, UT. They manage $108,309,303 in 465 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
286 South 200 West, Suite 230, Farmington, UT 84025
http://www.landmarkwa.com
By the Numbers
  • Total Assets Under Management
    108
    MILLION
  • Total Number of Accounts
    465
    ACCOUNTS
  • Average Account Value
    $232,923
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
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 Bangerter, financial advisor Farmington UT
Timothy G. Bangerter
CRD#: 2593035
286 South 200 West, Suite 230, Farmington, UT 84025

Timothy Bangerter (CRD# 2593035) is an Investment Advisor Representative working at Landmark Wealth Advisors, LLC in Farmington, UT and has over 29 years of experience in the finance industry.

2
Lance Tempest, financial advisor Farmington UT
Lance K. Tempest
CRD#: 2848600
286 South 200 West, Suite 230, Farmington, UT 84025

Lance Tempest (CRD# 2848600) is an Investment Advisor Representative working at Landmark Wealth Advisors, LLC in Farmington, UT and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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