LEGACY WEALTH MANAGEMENT INC.
CRD #173453 SEC #801-120709 MANASSAS, VA 877-650-4738
SEC Registered
Total AUM
$223.4M
Discretionary
$223.4M
Employees
8
Clients
26
Accounts
1,011
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $223.4M | $223.4M | $0 | 8 | 0 |
| Nov 2025 | $223.4M | $223.4M | $0 | 8 | 0 |
| Oct 2025 | $223.4M | $223.4M | $0 | 9 | 0 |
| Oct 2025 | $223.4M | $223.4M | $0 | 10 | 0 |
| Sep 2025 | $223.4M | $223.4M | $0 | 6 | 0 |
| Jun 2025 | $177.3M | $177.3M | $0 | 6 | 0 |
| May 2025 | $177.3M | $177.3M | $0 | 5 | 0 |
| Feb 2025 | $177.3M | $177.3M | $0 | 6 | 0 |
| Nov 2024 | $141.7M | $141.7M | $0 | 6 | 0 |
| Oct 2024 | $141.7M | $141.7M | $0 | 5 | 0 |
| Apr 2024 | $141.7M | $141.7M | $0 | 4 | 0 |
| Feb 2024 | $141.7M | $141.7M | $0 | 5 | 0 |
| Nov 2023 | $104.6M | $104.6M | $0 | 5 | 0 |
| Aug 2023 | $104.6M | $104.6M | $0 | 3 | 0 |
| Aug 2023 | $104.6M | $104.6M | $0 | 4 | 0 |
| Aug 2023 | $104.6M | $104.6M | $0 | 3 | 0 |
| Apr 2023 | $104.6M | $104.6M | $0 | 3 | 0 |
| Mar 2023 | $104.6M | $104.6M | $0 | 2 | 0 |
| Feb 2023 | $104.6M | $104.6M | $0 | 3 | 0 |
| Jul 2022 | $106.2M | $106.2M | $0 | 3 | 0 |
| Feb 2022 | $136.4M | $136.4M | $0 | 3 | 0 |
| Dec 2021 | $112.1M | $112.1M | $0 | 3 | 0 |
| Apr 2021 | $112.1M | $112.1M | $0 | 2 | 0 |
| Mar 2021 | $112.1M | $112.1M | $0 | 2 | 0 |
DateDec 2025
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees8
Clients0
DateNov 2025
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2025
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees9
Clients0
DateOct 2025
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees10
Clients0
DateSep 2025
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees6
Clients0
DateJun 2025
Total AUM$177.3M
Discretionary$177.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$177.3M
Discretionary$177.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$177.3M
Discretionary$177.3M
Non-Disc.$0
Employees6
Clients0
DateNov 2024
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees5
Clients0
DateApr 2024
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees3
Clients0
DateAug 2023
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees3
Clients0
DateApr 2023
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$104.6M
Discretionary$104.6M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$136.4M
Discretionary$136.4M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$112.1M
Discretionary$112.1M
Non-Disc.$0
Employees2
Clients0