RIA Intel›Advisers›Illinois›LEGACY WEALTH PLANNING LLC

LEGACY WEALTH PLANNING LLC

Advisory

BETHALTO, IL

Data as of Mar 17, 2025 · Source: SEC Form ADV

Rank in IL

#1,393

of 1,719 advisers by AUM

Average account

$141K

across 166 accounts

AUM per adviser

$23M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2025.

Total AUM

$23M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients50

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

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

50 clients

10 high-net-worth

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

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