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MASTERS LEGACY PLANNING
MLP3, LLC
CRD 296314 · SEC 801-113681
650 NEW ROAD, SUITE B, LINWOOD, NJ, 08221, United States
Phone
609-601-0800
Fax
609-601-1850
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$248.1M
Discretionary AUM
$248.1M
Team
5 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; BILL PAYMENT SERVICE AND TAX SERVICE COORDINATION
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersBILL PAYMENT SERVICES AND TAX SERVICE COORDINATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $42.1M |
| High net worth individuals | 47 | $198.2M |
| Corporations/business entities | 7 | $7.4M |
States served
NJ, NY, PA, FL
All web addresses on file
Official SEC filing: View on IAPD