LEGACY PLANNING ADVISORS, LLC
CRD #121289 SEC #801-112270 SUWANEE, GA 770-919-2075
SEC Registered
Total AUM
$192M
Discretionary
$0
Employees
4
Clients
101
Accounts
565
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $192M | $0 | $192M | 4 | 0 |
| Mar 2024 | $175.3M | $0 | $175.3M | 3 | 0 |
| Jan 2024 | $149.2M | $0 | $149.2M | 3 | 0 |
| Mar 2023 | $149.2M | $0 | $149.2M | 3 | 0 |
| Mar 2022 | $153M | $0 | $153M | 5 | 0 |
| Mar 2021 | $132.5M | $0 | $132.5M | 7 | 0 |
| Jun 2020 | $115.5M | $0 | $115.5M | 7 | 0 |
| Mar 2020 | $115.5M | $0 | $115.5M | 7 | 0 |
| Jul 2019 | $104.5M | $0 | $104.5M | 8 | 0 |
| Feb 2019 | $104.5M | $0 | $104.5M | 7 | 0 |
| Sep 2018 | $109.1M | $0 | $109.1M | 7 | 0 |
| Sep 2018 | $112M | $0 | $112M | 7 | 0 |
| Sep 2018 | $112M | $0 | $112M | 7 | 0 |
| May 2018 | $112M | $0 | $112M | 7 | 0 |
| Mar 2018 | $112M | $0 | $112M | 7 | 0 |
| Jan 2018 | $112M | $0 | $112M | 7 | 0 |
| Jan 2018 | $112M | $0 | $112M | 7 | 0 |
| Dec 2017 | $106M | $0 | $106M | 7 | 0 |
| Dec 2017 | $106M | $0 | $106M | 7 | 0 |
DateMar 2025
Total AUM$192M
Discretionary$0
Non-Disc.$192M
Employees4
Clients0
DateMar 2024
Total AUM$175.3M
Discretionary$0
Non-Disc.$175.3M
Employees3
Clients0
DateJan 2024
Total AUM$149.2M
Discretionary$0
Non-Disc.$149.2M
Employees3
Clients0
DateMar 2023
Total AUM$149.2M
Discretionary$0
Non-Disc.$149.2M
Employees3
Clients0
DateMar 2022
Total AUM$153M
Discretionary$0
Non-Disc.$153M
Employees5
Clients0
DateMar 2021
Total AUM$132.5M
Discretionary$0
Non-Disc.$132.5M
Employees7
Clients0
DateJun 2020
Total AUM$115.5M
Discretionary$0
Non-Disc.$115.5M
Employees7
Clients0
DateMar 2020
Total AUM$115.5M
Discretionary$0
Non-Disc.$115.5M
Employees7
Clients0
DateJul 2019
Total AUM$104.5M
Discretionary$0
Non-Disc.$104.5M
Employees8
Clients0
DateFeb 2019
Total AUM$104.5M
Discretionary$0
Non-Disc.$104.5M
Employees7
Clients0
DateSep 2018
Total AUM$109.1M
Discretionary$0
Non-Disc.$109.1M
Employees7
Clients0
DateSep 2018
Total AUM$112M
Discretionary$0
Non-Disc.$112M
Employees7
Clients0
DateSep 2018
Total AUM$112M
Discretionary$0
Non-Disc.$112M
Employees7
Clients0
DateMay 2018
Total AUM$112M
Discretionary$0
Non-Disc.$112M
Employees7
Clients0
DateMar 2018
Total AUM$112M
Discretionary$0
Non-Disc.$112M
Employees7
Clients0
DateJan 2018
Total AUM$112M
Discretionary$0
Non-Disc.$112M
Employees7
Clients0
DateJan 2018
Total AUM$112M
Discretionary$0
Non-Disc.$112M
Employees7
Clients0
DateDec 2017
Total AUM$106M
Discretionary$0
Non-Disc.$106M
Employees7
Clients0
DateDec 2017
Total AUM$106M
Discretionary$0
Non-Disc.$106M
Employees7
Clients0