LEGACY WEALTH MANAGEMENT INC.

LEGACY WEALTH MANAGEMENT INC. of MANASSAS, VA is an SEC-registered investment adviser (CRD 173453). Regulatory assets under management: $313.9M.

Registration

• CRD: 173453
• SEC file number: 801-120709
• Type: Registered investment adviser
• Location: 10432 BALLS FORD ROAD #120, MANASSAS, VA, 20109
• Phone: 877-650-4738
• Latest filing: 2026-07-15
• Regulatory AUM: $313.9M
• Discretionary AUM: $313.9M
• Clients: 11
• Accounts: 1,437

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173453 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search