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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 22, 2023
- 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 |
|---|---|---|---|---|
| LEVY, MARK | I | MANAGING PARTNER | C | Control |
| LEVY, MARK | I | MANAGING PARTNER | C | Control |
| LEVY, MARK | I | MANAGING PARTNER | C | Control |
| LEVY, MARK | I | MANAGING PARTNER | C | Control |
| LEVY, MARK | I | MANAGING PARTNER | C | Control |
| LEVY, MARK | I | MANAGING PARTNER | C | Control |
| LEVY, MARK | I | MANAGING PARTNER | C | Control |
| LEVY, MARK | I | MANAGING PARTNER | C | Control |
| LEVY, MARK | I | MANAGING PARTNER | C | Control |
| LEVY, MARK | I | MANAGING PARTNER | C | Control |
| LEVY, MARK | I | MANAGING PARTNER | C | Control |
| MAHONEY, PHILLIP, STEPHEN | I | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | C | Control |
| MAHONEY, PHILLIP, STEPHEN | I | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | C | Control |
| MAHONEY, PHILLIP, STEPHEN | I | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | C | Control |
| MAHONEY, PHILLIP, STEPHEN | I | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | C | Control |
| MAHONEY, PHILLIP, STEPHEN | I | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | C | Control |
| MAHONEY, PHILLIP, STEPHEN | I | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | C | Control |
| MAHONEY, PHILLIP, STEPHEN | I | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | C | Control |
| MAHONEY, PHILLIP, STEPHEN | I | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | C | Control |
| MAHONEY, PHILLIP, STEPHEN | I | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | C | Control |
| MAHONEY, PHILLIP, STEPHEN | I | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | C | Control |
| MAHONEY, PHILLIP, STEPHEN | I | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | C | Control |
| MCCLELLAN, MARTIN, MAJOR | I | MANAGING PARTNER | C | Control |
| MCCLELLAN, MARTIN, MAJOR | I | MANAGING PARTNER | C | Control |
| MCCLELLAN, MARTIN, MAJOR | I | MANAGING PARTNER | C | Control |
| MCCLELLAN, MARTIN, MAJOR | I | MANAGING PARTNER | C | Control |
| MCCLELLAN, MARTIN, MAJOR | I | MANAGING PARTNER | C | Control |
| MCCLELLAN, MARTIN, MAJOR | I | MANAGING PARTNER | C | Control |
| MCCLELLAN, MARTIN, MAJOR | I | MANAGING PARTNER | C | Control |
| MCCLELLAN, MARTIN, MAJOR | I | MANAGING PARTNER | C | Control |
| MCCLELLAN, MARTIN, MAJOR | I | MANAGING PARTNER | C | Control |
| MCCLELLAN, MARTIN, MAJOR | I | MANAGING PARTNER | C | Control |
| MCCLELLAN, MARTIN, MAJOR | I | MANAGING PARTNER | C | Control |
| VARGAS, CHRISTOPHER, ERIC | I | MANAGING PARTNER | C | Control |
| VARGAS, CHRISTOPHER, ERIC | I | MANAGING PARTNER | C | Control |
| VARGAS, CHRISTOPHER, ERIC | I | MANAGING PARTNER | C | Control |
| VARGAS, CHRISTOPHER, ERIC | I | MANAGING PARTNER | C | Control |
| VARGAS, CHRISTOPHER, ERIC | I | MANAGING PARTNER | C | Control |
| VARGAS, CHRISTOPHER, ERIC | I | MANAGING PARTNER | C | Control |
| VARGAS, CHRISTOPHER, ERIC | I | MANAGING PARTNER | C | Control |
| VARGAS, CHRISTOPHER, ERIC | I | MANAGING PARTNER | C | Control |
| VARGAS, CHRISTOPHER, ERIC | I | MANAGING PARTNER | C | Control |
| VARGAS, CHRISTOPHER, ERIC | I | MANAGING PARTNER | C | Control |
| VARGAS, CHRISTOPHER, ERIC | I | MANAGING PARTNER | C | Control |
Registrations
Federal
IA
Mar 22, 2023 REGISTERED
Notice Filings (4)
CA MA NV TX
Address
10599 DOUBLE R BLVDRENO, NV 89521
United States
Phone: 775-850-2500