Legacy Wealth Management Inc.

RIASEC RegisteredEst. 2021

Total AUM

$314M

Discretionary

$314M

100% of AUM

Avg account

$218K

Accounts

1,437

Employees

Advisory reps

Firm details

Headquarters: Manassas, Virginia
CRD number: 173453
Registered since: April 2, 2021
Website: lwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals57.85%
HNWI42.04%
Corporations / Businesses0.11%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Legacy Wealth Management Inc. is an independent, SEC-registered advisory corporation that functions as a capital allocator for both individual/family and institutional clients. The firm reports being owned by an individual and charges clients via percentage-of-assets-under-management and fixed-fee arrangements. Its advisory services include financial planning, portfolio management for individuals and small businesses, manager selection (allocation to other advisers), and educational seminars or workshops. Legacy does not position itself as an active ESG investor, is not listed as a multi-state adviser, and does not provide pension consulting services.