RIA Intel›Advisers›Virginia›LEGACY WEALTH STRATEGIES, L.L.C.

LEGACY WEALTH STRATEGIES, L.L.C.

Advisory

VA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$273K

across 64 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$750K

Non-Discretionary AUM$17M

Discretionary %4.3%

Total Clients64

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InVA

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

64 clients

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

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Advisers of similar size in VA

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

TWIN RIVERS ADVISORS, LLC

$17M

UPWARD FINANCIAL PLANNING, LLC

$17M

$18M

KRICZKY WEALTH MANAGEMENT LLC

$18M

KEITH WILLIAM MOORED, JR.

$17M

GREAT OAK INVESTMENT MANAGEMENT LLC

$18M

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