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LANDMARK WEALTH MANAGEMENT
BRYANT WOODS INVESTMENT ADVISORS, LLC
CRD 109379 · SEC 801-74639
2410 NORTH FOREST ROAD, SUITE 101, GETZVILLE, NY, 14068, United States
Phone
716-810-9594
Fax
716-408-8899
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$679.7M
Discretionary AUM
$567.8M
Team
8 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 112 | $135.2M |
| High net worth individuals | 175 | $512.6M |
| Charitable organizations | 7 | $15.8M |
States served
LA, NY, PA, TX, FL
All web addresses on file
- https://www.linkedin.com/in/brianlaible/
- https://www.linkedin.com/in/lindsay-glassman-cpa-cfp%C2%AE-327126101/
- HTTP://WWW.LANDMARKFIRM.COM
- https://www.linkedin.com/company/landmark-wealth-management/
- https://www.linkedin.com/in/emilie-camilleri-aif-fpqp-9a5b6420
- https://www.linkedin.com/in/daniel-bertleff-cfp%C2%AE-98945315b/
- https://www.linkedin.com/in/mark-collard-262415260/
Official SEC filing: View on IAPD