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LEGACY WEALTH PLANNING GROUP LLC

Advisory

FL

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in FL
#1,777
of 2,610 advisers by AUM
Average account
$614K
across 56 accounts
AUM per adviser
$34M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM
$34M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$34M
Discretionary AUM$34M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, LA, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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