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LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235 · SEC 801-126092
1971 ENGLISH TAVERN ROAD, LYNCHBURG, VA, 24501, United States
Phone
434-266-1214
Fax
434-485-5499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$289.8M
Discretionary AUM
$289.8M
Team
19 total employees; 6 advisory reps; 220 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-22
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 784 | $75.6M |
| High net worth individuals | 179 | $211.3M |
| Charitable organizations | 13 | $2.9M |
| Corporations/business entities | 15 | $70K |
States served
MI, NC, PA, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD