LASTING LEGACY WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- ALEXANDRIA, Virginia
- CRD number
- 328107
- 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, individually owned registered investment adviser that serves primarily individual and family clients. The firm acts as a capital allocator and provides fee-based financial advice across several billing models, including a percentage of assets under management, hourly fees, and fixed-fee engagements. Core advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, selecting and supervising third‑party advisers, and delivering educational seminars or workshops. The firm reports no active ESG investing program and is not structured as a multi‑state or pension consultant adviser. It also lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 1Melissa 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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