LEGACY WEALTH PLANNING, LLC
CRD #289212 SEC #801-111791 RENO, NV 775-850-2500
SEC Registered
Total AUM
$343.1M
Discretionary
$343.1M
Employees
10
Clients
0
Accounts
489
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $343.1M | $343.1M | $0 | 10 | 0 |
| Feb 2022 | $294M | $294M | $0 | 10 | 0 |
| Mar 2021 | $380M | $380M | $0 | 10 | 1 |
| Jun 2020 | $301M | $301M | $0 | 10 | 0 |
| Mar 2020 | $301M | $301M | $0 | 10 | 0 |
| Mar 2019 | $263.7M | $263.7M | $0 | 10 | 0 |
| Mar 2018 | $212.5M | $212.5M | $0 | 10 | 0 |
| Jan 2018 | $218.3M | $218.3M | $0 | 9 | 0 |
| Sep 2017 | $0 | $0 | $0 | 9 | 0 |
| Sep 2017 | $0 | $0 | $0 | 9 | 0 |
DateMar 2023
Total AUM$343.1M
Discretionary$343.1M
Non-Disc.$0
Employees10
Clients0
DateFeb 2022
Total AUM$294M
Discretionary$294M
Non-Disc.$0
Employees10
Clients0
DateMar 2021
Total AUM$380M
Discretionary$380M
Non-Disc.$0
Employees10
Clients1
DateJun 2020
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$301M
Discretionary$301M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$263.7M
Discretionary$263.7M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$212.5M
Discretionary$212.5M
Non-Disc.$0
Employees10
Clients0
DateJan 2018
Total AUM$218.3M
Discretionary$218.3M
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0