Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

LEGACY WEALTH MANAGEMENT INC.

dba LEGACY WEALTH MANAGEMENT INC. · CRD 173453 · Registered Investment Adviser

LEGACY WEALTH MANAGEMENT INC. is a Registered Investment Adviser headquartered in MANASSAS, VA. The firm reports $251,046,073 in regulatory assets under management across 1,239 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$251,046,073
Non-discretionary$0
Total RAUM$251,046,073
Accounts1,239

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 173453. adviserinfo.sec.gov/firm/summary/173453.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.