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LEGACY WEALTH PLANNING

LEGACY WEALTH PLANNING LLC

CRD 322883

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120 MILL ST., SUITE 2, BETHALTO, IL, 62010, United States

Phone

618-444-1785

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$23.5M

Discretionary AUM

$23.5M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2025-03-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Educational seminars

Client types

TypeClientsAUM
Individuals40$10.5M
High net worth individuals10$12.8M

All web addresses on file

Official SEC filing: View on IAPD