LEGACY SOLUTIONS, LLC
CRD #323360 SEC #801-126819 KENNETT SQUARE, PA 610-444-9920
SEC Registered
Total AUM
$192.8M
Discretionary
$192.8M
Employees
6
Clients
1
Accounts
653
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $192.8M | $192.8M | $0 | 6 | 1 |
| Mar 2025 | $192.8M | $192.8M | $0 | 6 | 1 |
| Mar 2025 | $192.8M | $192.8M | $0 | 6 | 1 |
| Mar 2024 | $163.9M | $163.9M | $0 | 5 | 1 |
| Mar 2024 | $163.9M | $163.9M | $0 | 5 | 1 |
| Mar 2023 | $107.4M | $107.4M | $0 | 4 | 0 |
| Mar 2023 | $107.4M | $107.4M | $0 | 4 | 0 |
| Nov 2022 | $0 | $0 | $0 | 4 | 0 |
| Oct 2022 | $0 | $0 | $0 | 4 | 0 |
| Oct 2022 | $0 | $0 | $0 | 4 | 0 |
DateDec 2025
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees6
Clients1
DateMar 2025
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees6
Clients1
DateMar 2025
Total AUM$192.8M
Discretionary$192.8M
Non-Disc.$0
Employees6
Clients1
DateMar 2024
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees5
Clients1
DateMar 2024
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees5
Clients1
DateMar 2023
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$107.4M
Discretionary$107.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0