← Back to searchVisit website
LASTING LEGACY WEALTH MANAGEMENT, LLC
CRD 328107
228 SOUTH WASHINGTON ST, UNIT B10, ALEXANDRIA, VA, 22314, United States
Phone
703-842-4333
Fax
443-740-9234
Registration
— (—)
Source
State registered
Total AUM
$59.3M
Discretionary AUM
$59.3M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 98 | $31.9M |
| High net worth individuals | 15 | $27.5M |
All web addresses on file
Official SEC filing: View on IAPD