LEGACY WEALTH MANAGEMENT INC.
SEC Form ADV profile.
Total regulatory AUM
$313,864,428
Discretionary
$313,864,428
Non-discretionary
$0
Firm details
- CRD number
- 173453
- SEC file number
- 801-120709
- Main office
- MANASSAS, VA, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.