LEGACY ADVISORY SERVICES, LLC
Firm details
- Headquarters
- EXTON, Pennsylvania
- CRD number
- 147173
- Registered since
- June 16, 2023
- Website
- www.legacyadvisorypa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI81.63%
- Individuals18.37%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Advisory Services, LLC is an independent, SEC‑registered registered investment adviser (registered in 2023) organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. Its fee model combines a percentage of assets under management with the option for hourly charges. Legacy does not identify as an active ESG investor and is not listed as a multi‑state adviser; it maintains an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds80%
- Exchange Traded Equities10%
- Cash & Cash Equivalents10%
Contacts
3 of 3RICHARD WIEDL
Managing PartnerCRD 2957396
ADAM VARRENTI
Partner, AdvisorCRD 4283086
MARTIN GRUSZKA
PartnerCRD 4697790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$149M in ETFs
66%
$98M
6%
$50.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $25.2M | 228,697 | 16.97% |
Location
EXTON, PA
CHESTER
Location
EXTON, PA
Headquartered in EXTON, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- CHESTER
- Address
- 658 Exton Cmns
- Time zone
- ET (UTC-5)
- Office locations
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