LEGACY WEALTH MANAGEMENT INC.

10432 Balls Ford Road #100
Manassas, Virginia 20109
Tel: 877-650-4738

About LEGACY WEALTH MANAGEMENT INC.

LEGACY WEALTH MANAGEMENT INC, formally registered with the SEC as LEGACY WEALTH MANAGEMENT INC. The firm was established in 04/02/2021. They have over 1 offices throughout the country.

LEGACY WEALTH MANAGEMENT INC. is a Manassas, Virginia based Financial Planning firm with nearly $177,305,738 assets under management, offering retirement planning & investment advisory services to 909 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173453
SEC#	801-120709
Assets Managed by Firm	$177,305,738
No. of Clients	909
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	909	$177,305,738
Individuals (other than high net worth individuals)	496	$117,874,660
High net worth individuals	36	$59,033,432
Corporations or other businesses	1	$397,646

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