LP Profile

Legacy Planning Advisors

Also known as legacy planning

Wealth ManagerSuwanee, United StatesFounded 2018
$134M
Assets Under Management
Suwanee
Headquarters
Investment Focus

About Legacy Planning Advisors

Legacy Planning Advisors helps individuals and business owners in Suwanee, GA with financial planning, investments, and legacy strategies tailored to your needs.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Legacy Planning Advisors from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$234.0M
Total Clients
755
Filing Date
February 3, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Legacy Planning Advisors across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Legacy Planning Advisors?

Legacy Planning Advisors is a wealth manager based in Suwanee, United States, managing approximately $134M in assets.

Where is Legacy Planning Advisors headquartered?

Legacy Planning Advisors is headquartered in Suwanee, United States.

How much does Legacy Planning Advisors manage?

Legacy Planning Advisors manages approximately $134M in assets under management.

When was Legacy Planning Advisors founded?

Legacy Planning Advisors was founded in 2018.

How can I contact Legacy Planning Advisors?

Verified contact details, key decision-makers, and investment preferences for Legacy Planning Advisors are available on LPbacked. Create a free account to access them.