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

More Retirement Planning firms in Manassas, Virginia:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Manassas, Virginia

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.