SEC Form ADV

LEGACY WEALTH MANAGEMENT INC.

Registered Investment AdviserVA
$251.0M
Assets Under Management
1,239
Total Clients
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Registration Details

Accession
CRD-173453
Location
MANASSAS, VA
Filing Date
March 13, 2026
AUM
$251.0M
Total Clients
1,239
Amendment
No

About this Adviser

LEGACY WEALTH MANAGEMENT INC. is a registered investment adviser headquartered in MANASSAS, VA, managing approximately $251.0M in assets across 1,239 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.