LANDMARK WEALTH MANAGEMENT
  • LANDMARK WEALTH MANAGEMENT
  • BRANT WOODS INVESTMENT ADVISORS, LLC
  • ODYSSEY ADVISORS, LLC
  • ODYSSEY ADVISORS
  • CHIAMPOU, CANTARA, TRAVIS & DANSA INVESTMENT ADVISERS, LLC
  • BRYANT WOODS INVESTMENT ADVISORS, LLC
  • BRYANT WOODS INVESTMENT ADVISORS DBA LANDMARK WEALTH MANAGEMENT

Adviser Profile

As of Date 03/18/2026
Registration SEC, Approved, 04/05/2012
Other registrations (1)
ADV Location GETZVILLE, NY, United States
Contact Info 716 xxxxxxx
Websites
AUM* 679,672,681 10%
of that, discretionary 567,838,061 10%
Number of Employees 8
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 2,280,781 3%
% High Net Worth 58.53% 3%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

568M 487M 406M 324M 243M 162M 81M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name FREED MAXICK P.C. Filing Date09/25/2025 Form ADV-E View Report
Accounting Firm Name FREEDMAXICK Filing Date11/26/2024 Form ADV-E View Report
Accounting Firm Name FREEDMAXICK Filing Date10/25/2023 Form ADV-E View Report

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