SEC Form ADV

LEGACY WEALTH MANAGEMENT GROUP, INC.

Registered Investment AdviserVA
$289.8M
Assets Under Management
220
Total Clients
19
Employees
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Registration Details

Accession
crd-322235
Location
LYNCHBURG, VA
Filing Date
March 22, 2026
AUM
$289.8M
Total Clients
220
Institutional Clients
13
Employees
19
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

LEGACY WEALTH MANAGEMENT GROUP, INC. is a registered investment adviser headquartered in LYNCHBURG, VA, managing approximately $289.8M in assets across 220 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.