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LEGACY WEALTH MANAGEMENT GROUP, INC.

1971 English Tavern Road
Lynchburg, Virginia 24501
Tel: 434-266-1214

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About LEGACY WEALTH MANAGEMENT GROUP, INC.

LEGACY WEALTH MANAGEMENT GROUP, INC, formally registered with the SEC as LEGACY WEALTH MANAGEMENT GROUP, INC. The firm was established in 12/06/2022. They have over 1 offices throughout the country.

LEGACY WEALTH MANAGEMENT GROUP, INC. is a Lynchburg, Virginia based Financial Planning firm with nearly $207,670,000 assets under management, offering retirement planning & investment advisory services to 1338 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#322235
SEC#801-126092
Assets Managed by Firm$207,670,000
No. of Clients1338
No. of Advisors12

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total1338$207,670,000
Individuals (other than high net worth individuals)752$87,062,000
High net worth individuals50$117,478,000
Charitable organizations7$1,400,000
Corporations or other businesses11$1,730,000

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