Legacy Wealth Capital, LLC

Overview

Legacy Wealth Capital, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on servicing individual and family clients with fee-based advisory relationships charged as a percentage of assets under management. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Legacy Wealth Capital also lists real estate brokerage among its business activities. It does not position itself as a capital allocator to external managers, does not identify as an active ESG investor, and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices