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 registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and offers financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM billing with hourly charges. Legacy is not positioned as a capital allocator or pension consultant, does not market itself as an ESG investor, and maintains a single-state operating footprint.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3
Richard 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 34Active vs passive
$163M in ETFs
64%
$105M
6%
$58.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-1 YEAR TREASURY BOND ETF (SHV) | BlackRock | Passive | Ultrashort Bond | $23.1M | 209,359 | 14.17% |
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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