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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Corporation
- State of Formation
- Virginia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 12, 2025
- Branch Offices
- 0
- LEI
- 81-2747827
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Jun 12, 2025 REGISTERED
Notice Filings (9)
FL MI NC NH PA SC TN TX VA
Address
1971 ENGLISH TAVERN ROADLYNCHBURG, VA 24501
United States
Phone: 434-266-1214