Overview
Assets Under Management: $177 million
Headquarters: MANASSAS, VA
High-Net-Worth Clients: 47
Average Client Assets: $2 million
Frequently Asked Questions
LEGACY WEALTH MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173453), LEGACY WEALTH MANAGEMENT INC. is subject to fiduciary duty under federal law.
LEGACY WEALTH MANAGEMENT INC. is headquartered in MANASSAS, VA.
LEGACY WEALTH MANAGEMENT INC. serves 47 high-net-worth clients according to their SEC filing dated June 10, 2025. View client details ↓
According to their SEC Form ADV, LEGACY WEALTH MANAGEMENT INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
LEGACY WEALTH MANAGEMENT INC. manages $177 million in client assets according to their SEC filing dated June 10, 2025.
According to their SEC Form ADV, LEGACY WEALTH MANAGEMENT INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 36.49
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 909
Discretionary Accounts: 909
Regulatory Filings
CRD Number: 173453
Filing ID: 1994729
Last Filing Date: 2025-06-10 10:42:00
Website: https://lwealthmanagement.com