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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SHARIFI, JAMSHID | I | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Dec 15, 2025 REGISTERED
Notice Filings (11)
AZ FL LA MD NC NH PA SC TN TX VA
Address
10432 BALLS FORD ROAD #120MANASSAS, VA 20109
United States
Phone: 877-650-4738