Get started
LP Profile

Legacy Wealth Planning

Also known as legacy wealth planning

Wealth ManagerBethalto, United StatesFounded 2022
$546M
Assets Under Management
Bethalto
Headquarters
Get Contact Details Website
Investment Focus

About Legacy Wealth Planning

THE LEGACY DIFFERENCE We’re Not Like Everyone Else. You’re Not Like Everyone Else.

Signal Feed

Recent Filings

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

FORM ADV
LEGACY WEALTH
Mar 13, 2026
$546.0M

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

Wealth Managers in United StatesAll Wealth ManagersLimited Partners in United StatesLP Database
More Investors

Related Wealth Managers in United States

Stewardship Advisors
Mount Joy, United States
$545M AUM
Brown Miller Wealth Management
McLean, United States
$544M AUM
TrueWealth Advisors
Hoover, United States
$548M AUM
Summit Wealth and Retirement Partners
San Ramon, United States
$548M AUM
Hamel Associates
Chatham, United States
$548M AUM
Fountainhead Financial
Chicago, United States
$543M AUM
FAQ

Frequently asked questions

What type of investor is Legacy Wealth Planning?

Legacy Wealth Planning is a wealth manager based in Bethalto, United States, managing approximately $546M in assets.

Where is Legacy Wealth Planning headquartered?

Legacy Wealth Planning is headquartered in Bethalto, United States.

How much does Legacy Wealth Planning manage?

Legacy Wealth Planning manages approximately $546M in assets under management.

When was Legacy Wealth Planning founded?

Legacy Wealth Planning was founded in 2022.

How can I contact Legacy Wealth Planning?

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