Legacy Wealth Management Inc.

RIASEC RegisteredEst. 2021

Total AUM

$314M

Discretionary

$314M

100% of AUM

Avg account

$218K

Accounts

1,437

Employees

Advisory reps

Firm details

Headquarters: Manassas, Virginia
CRD number: 173453
Registered since: April 2, 2021
Website: www.legacywealth.com
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals57.85%
HNWI42.04%
Corporations / Businesses0.11%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Legacy Wealth Management Inc. is an independent, corporation-structured registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves both individual/family and institutional clients, acting as a capital allocator that places client assets with third-party managers in addition to running in-house portfolios. Core services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and educational seminars/workshops. Compensation is a mix of percentage-of-AUM and fixed fees. Legacy does not identify as an active ESG investor and reports an insurance-company industry affiliation.