RIA Intel›Advisers›Virginia›LEGACY WEALTH MANAGEMENT GROUP, INC.

LEGACY WEALTH MANAGEMENT GROUP, INC.

Advisory

N·LYNCHBURG, VA

Data as of Mar 22, 2026 · Source: SEC Form ADV

Total AUM
$290M
1-Year AUM Growth
+34.5%
3-Year CAGR
—
Employees
6
Assets Under Management
Total AUM$290M
Discretionary AUM$290M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients847
Team
Total Employees6
Investment Advisers19
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record8
First FilingJun 15, 2022
Latest FilingMar 22, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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