SEC Form ADV

LEGACY WEALTH MANAGEMENT INC.

Registered Investment AdviserVA
$313.9M
Assets Under Management
3
Total Clients
11
Employees
Get LP Contact Details

Registration Details

Accession
crd-173453
Location
MANASSAS, VA
Filing Date
September 10, 2026
AUM
$313.9M
Total Clients
3
Employees
11
Amendment
No

Client Types

IndividualsHNW IndividualsCorporations

About this Adviser

LEGACY WEALTH MANAGEMENT INC. is a registered investment adviser headquartered in MANASSAS, VA, managing approximately $313.9M in assets across 3 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.