Lasting Legacy Wealth Management, LLC
Firm details
- Headquarters
- Alexandria, Virginia
- CRD number
- 328107
- Website
- www.llwealthm.com
- Custodians
- ASSETMARK TRUST CO., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.74%
- HNWI46.26%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Lasting Legacy Wealth Management, LLC is an independent, privately owned registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, offers adviser selection services, and runs educational seminars and workshops. Its fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm identifies itself as a capital allocator—routing client capital to external managers as part of its investment program—and maintains an industry affiliation with an insurance company. It does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities15%
- Cash & Cash Equivalents9%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
1 of 1
Melissa Carriles Biggham
Financial AdvisorCRD 5337901
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Alexandria, VA
Alexandria City
Location
Alexandria, VA
Headquartered in Alexandria, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Alexandria City
- Address
- 228 S Washington St
- Time zone
- ET (UTC-5)
- Office locations
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