Long Island Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$291,674,579
Clients
125
56% high-net-worth
Advisors
1
of 1 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
125
Very HighAverage account size
$2,333,397
About
Long Island Wealth Management provides discretionary investment management and financial planning primarily to individuals, high‑net‑worth clients, trusts, estates and charitable organizations, and also delivers retirement‑plan rollover guidance and participant education. The firm manages client portfolios and offers stand‑alone financial planning and project‑based planning engagements.
Portfolios are custom managed on a discretionary basis using an asset allocation framework that emphasizes the timing of clients’ future cash flows and employs both strategic and tactical solutions; the advisor may use cash positions as a defensive hedge. Implementation includes mutual funds, ETFs, individual equities and fixed‑income securities, with regular monitoring and rebalancing tied to client objectives and market conditions.
Noteworthy for a firm with a single listed advisor, Long Island Wealth Management oversees roughly $292 million in discretionary assets, producing an unusually high AUM‑per‑advisor ratio among comparable supported firms. The firm’s service mix is broader than typical for its size, with defined project fees for portfolio makeover and retirement planning, coordination with third‑party managed account platforms, and access to alternative and crypto‑related investment vehicles.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
General estate planning guidance
Tax-loss harvesting
Wealth management
Cash flow / budgeting
Occupation focus
Retired
Founder/Business Owner
Fee options
Portfolio Makeover: $500 project fee; Retirement Roadmap: $2,000 project fee; Annual Retainer for Financial Advice & Coaching: $3,500 project fee
Under $1 Million - $1 Million: 0.65% to 1.00% annually $1 Million+: 0.25% to 0.75% annually
Main office location
Long Island Wealth Management, Inc.
155 Pinelawn Road, Suite 210 N
Melville NY 11747, United States
Number of offices
2
Most active in
Long Island Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Florida · New Jersey · New York · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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