RIA Intel›Advisers›New Jersey›LEGACY CARE WEALTH, LLC

LEGACY CARE WEALTH, LLC

Advisory

MORRISTOWN, NJ

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account
$110K
across 322 accounts
AUM per adviser
$18M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$35M
Discretionary %
100%
Clients
225
Employees
4

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$35M
Discretionary AUM$35M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients225
Team
Total Employees4
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates In8 states
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

BAUERBAND, DOUGLAS J
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$36M
R. SEELAUS & CO.,INC.
SUMMIT, NJ
$36M
-23.4% 1Y
US INTERNATIONAL CONSULTING NETWORK CORP.
FREEHOLD, NJ
$36M
STRATEGIC WEALTH SOLUTIONS LLC
$36M
PENSTOCK PARTNERS, LLC
HILLSBOROUGH, NJ
$35M
GRAND SLAM ASSET MANAGEMENT, LLC
ENGLEWOOD CLIFFS, NJ
$35M
+5.5% 1Y

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