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LEGACY WEALTH MANAGEMENT INC.
CRD 173453 · SEC 801-120709
10432 BALLS FORD ROAD #120, MANASSAS, VA, 20109, United States
Phone
877-650-4738
Fax
866-255-8789
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$251.0M
Discretionary AUM
$251.0M
Team
10 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 609 | $150.2M |
| High net worth individuals | 56 | $100.5M |
| Corporations/business entities | 1 | $336K |
States served
AZ, LA, MD, NC, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD