Legacy Wealth Capital, LLC

Overview

Legacy Wealth Capital, LLC is an independent, individual-owned registered investment adviser operating as a limited liability company. The firm advises individual and family clients, and also provides portfolio management for small businesses alongside financial planning services. It supplements its advisory work with a real estate brokerage activity. Compensation is billed as a percentage of assets under management. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices