RIA Intel›Advisers›Maryland›LEGACY INVESTING & WEALTH MANAGEMENT LLC

LEGACY INVESTING & WEALTH MANAGEMENT LLC

Advisory

Data as of Mar 2, 2026 · Source: SEC Form ADV

Average account

$110K

across 9 accounts

AUM per adviser

$993K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$993K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$993K

Discretionary AUM$993K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMD

Succession Risk

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

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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

9 clients

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

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Advisers of similar size in MD

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

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ROBINSON CAPITAL GROUP

$1M

SAMATVA WEALTH MANAGEMENT LLC

$825K

NOON INVESTMENT MANAGEMENT LLC

$1M

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