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LEGACY WEALTH MANAGEMENT

LEGACY WEALTH MANAGEMENT, LLC

CRD 329837

Visit website

101 N TRYON STREET SUITE 600, CHARLOTTE, NC, 28246, United States

Phone

9804944417

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$0

Discretionary AUM

$0

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2024-02-22

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

All web addresses on file

Official SEC filing: View on IAPD