LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD #322235 SEC #801-126092 LYNCHBURG, VA 434-266-1214
SEC Registered Disclosures
Total AUM
$233.3M
Discretionary
$233.3M
Employees
17
Clients
0
Accounts
1,422
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $233.3M | $233.3M | $0 | 17 | 126 |
| Mar 2025 | $233.3M | $233.3M | $0 | 17 | 126 |
| Oct 2024 | $207.7M | $207.7M | $0 | 12 | 116 |
| Mar 2024 | $207.7M | $207.7M | $0 | 12 | 116 |
| Dec 2023 | $154.4M | $154.4M | $0 | 7 | 175 |
| Feb 2023 | $154.4M | $154.4M | $0 | 6 | 175 |
| Dec 2022 | $149M | $149M | $0 | 10 | 0 |
| Sep 2022 | $0 | $0 | $0 | 10 | 0 |
| Jun 2022 | $0 | $0 | $0 | 10 | 0 |
| Jun 2022 | $0 | $0 | $0 | 10 | 0 |
DateJun 2025
Total AUM$233.3M
Discretionary$233.3M
Non-Disc.$0
Employees17
Clients126
DateMar 2025
Total AUM$233.3M
Discretionary$233.3M
Non-Disc.$0
Employees17
Clients126
DateOct 2024
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees12
Clients116
DateMar 2024
Total AUM$207.7M
Discretionary$207.7M
Non-Disc.$0
Employees12
Clients116
DateDec 2023
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees7
Clients175
DateFeb 2023
Total AUM$154.4M
Discretionary$154.4M
Non-Disc.$0
Employees6
Clients175
DateDec 2022
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees10
Clients0
DateSep 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0