LP Profile

Masters Legacy Planning

Also known as masters legacy planning

Wealth ManagerLinwood, United StatesFounded 2018
$248M
Assets Under Management
Linwood
Headquarters
Investment Focus

About Masters Legacy Planning

Masters Legacy Planning is a financial planning firm based in Linwood, New Jersey, founded in 2018. It provides individuals with professional guidance on personal and financial objectives for themselves, their families and their communities. The firm matches prospective clients with a financial professional after an initial conversation and publishes market updates and articles. Reported assets under management are about USD 248 million.

Verified Filings

Regulatory & Financial Data

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

SEC Form ADV

Verified
Reported AUM
$248.1M
Total Clients
328
Filing Date
March 3, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

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

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.

FAQ

Frequently asked questions

What type of investor is Masters Legacy Planning?

Masters Legacy Planning is a wealth manager based in Linwood, United States, managing approximately $248M in assets.

Where is Masters Legacy Planning headquartered?

Masters Legacy Planning is headquartered in Linwood, United States.

How much does Masters Legacy Planning manage?

Masters Legacy Planning manages approximately $248M in assets under management.

When was Masters Legacy Planning founded?

Masters Legacy Planning was founded in 2018.

How can I contact Masters Legacy Planning?

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