LEGACY WEALTH MANAGEMENT GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$289,830,000
Discretionary
$289,830,000
Non-discretionary
$0
Firm details
- CRD number
- 322235
- SEC file number
- 801-126092
- Main office
- LYNCHBURG, VA, United States
- Employees
- 19
- SEC status
- Approved
- Website
- https://www.lynchburglegacy.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.