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LEGACY WEALTH ADVISOR LLC
CRD 334697 · SEC 801-132971
1971 ENGLISH TAVERN RD, LYNCHBURG, VA, 24501, United States
Phone
(434) 266-8044
Fax
(434) 485-5499
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)
States served
VA
Official SEC filing: View on IAPD