RIA Intel›Advisers›Alabama›LEGACY WEALTH MANAGEMENT GROUP, LLC

LEGACY WEALTH MANAGEMENT GROUP, LLC

Advisory

DOTHAN, AL

Data as of Feb 9, 2023 · Source: SEC Form ADV

Average account

$319K

across 5 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2023.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL

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

5 clients

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

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Advisers of similar size in AL

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

RETIREMENT PLANS, LLC

$2M

AXIENT INVESTMENT ADVISORS LLC

HUNTSVILLE, AL

$2M

1ST & 3RD INVESTMENTS LLC

$2M

LEGACY CAPITAL PARTNERS LLC

BIRMINGHAM, AL

$2M

FORESIGHT FINANCIAL ADVISING LLC

$1M

364 INVESTING, LLC

$2M

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