LEGACY WEALTH MANAGEMENT INC.
  • LEGACY WEALTH MANAGEMENT INC.

Adviser Profile

As of Date 07/15/2026
Registration SEC, Approved, 04/02/2021
Other registrations (6)
ADV Location MANASSAS, VA, United States
Contact Info 877 xxxxxxx
Websites
AUM* 313,864,428 77%
of that, discretionary 313,864,428 77%
Number of Employees 11 83%
of those in investment advisory functions 5 25%
Private Fund GAV* 0
Avg Account Size 218,416 12%
% High Net Worth 9.02% 33%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

251M 215M 179M 143M 108M 72M 36M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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