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LEGACY WEALTH CONCEPTS

BENEDICT WEALTH MANAGEMENT, LLC

CRD 117422

Visit website

17461 JEFFERSON HWY., SUITE B, BATON ROUGE, LA, 70817, United States

Phone

225-766-9506

Fax

225-612-6309

Registration

— (—)

Source

State registered

Total AUM

$64.8M

Discretionary AUM

$0

Team

2 total employees; 2 advisory reps; 151 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees; PROJECT FEES

Org form

Limited Liability Company

Filing date

2025-03-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals151$64.8M

All web addresses on file

Official SEC filing: View on IAPD