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LAVISH FINANCIAL PLANNING
LEGACY CARE WEALTH, LLC
CRD 167592
1 HIGH STREET COURT, MORRISTOWN, NJ, 07960, United States
Phone
(201) 535-4499
Fax
201-492-5011
Registration
— (—)
Source
State registered
Total AUM
$35.5M
Discretionary AUM
$35.5M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $20.4M |
| High net worth individuals | 105 | $14.7M |
All web addresses on file
Official SEC filing: View on IAPD