SEC Form ADV

MASTERS LEGACY PLANNING

Firm profile: Masters Legacy Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNJ

$248.1M

Assets Under Management

328

Total Clients

Employees

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Registration Details

Accession: CRD-296314
Location: LINWOOD, NJ
Filing Date: March 3, 2026
AUM: $248.1M
Total Clients: 328
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

MASTERS LEGACY PLANNING is a registered investment adviser headquartered in LINWOOD, NJ, managing approximately $248.1M in assets across 328 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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