RIA Intel›Advisers›Virginia›LASTING LEGACY WEALTH MANAGEMENT, LLC

LASTING LEGACY WEALTH MANAGEMENT, LLC

Advisory

ALEXANDRIA, VA

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in VA

#537

of 588 advisers by AUM

Average account

$230K

across 258 accounts

AUM per adviser

$59M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$59M

Discretionary %

100%

Clients

113

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$59M

Discretionary AUM$59M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients113

Team

Total Employees2

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In9 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

113 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

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HILLEBRAND FINANCIAL PLANNING LLC

$59M

REVOLUTION WEALTH, LLC

CHANTILLY, VA

$59M

WESLING FINANCIAL PLANNING SERVICES CORP.

ALEXANDRIA, VA

$60M

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