LONG ISLAND WEALTH MANAGEMENT, INC.
SEC Form ADV profile.
Total regulatory AUM
$291,674,579
Discretionary
$291,674,579
Non-discretionary
$0
Firm details
- CRD number
- 173363
- SEC file number
- 801-80445
- Employees
- 1
- SEC status
- Approved
- Website
- HTTPS://WWW.LIWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.