RIA Intel›Advisers›Florida›LEGACY WEALTH MANAGEMENT, INC.

LEGACY WEALTH MANAGEMENT, INC.

Advisory

FL

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

Rank in FL

#2,289

of 2,610 advisers by AUM

Average account

$2M

across 4 accounts

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

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

0

Assets Under Management

Total AUM$6M

Discretionary AUM$6M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, WI

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

4 clients

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

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Advisers of similar size in FL

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

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LEBRIGH LIFE PLANNERS, LLC

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WEALTH & BUSINESS PLANNING GROUP, LLC

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