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Long Island Wealth Management
CRD: 173363
In PWD coverage since September 23, 2026 · 6 stories
$292MRegulatory AUMSEC Form ADV · Oct 3
1EmployeesForm ADV
2Deals on our tracker
-1Talent net · 12 months0 in · 1 out
Regulatory AUM · Sep 26 – Oct 3
Observed recruiting events · 12 monthsOn the wire →
Net -1 · 0 incoming events · 1 outgoing events
Arrivals
None tracked.
Departures
Long Island Wealth Management
Sep 23 · to Captrust Financial Advisors
Deal recordFull tracker →
PWD coverage
Deals & PE
Northwestern Mutual set a price for the software layer: 22,000 advisors
A 22,000-advisor contract bought the front end of the client relationship while the week's other wealth deals bought the money sitting behind it.