# LEGACY WEALTH MANAGEMENT INC.

LEGACY WEALTH MANAGEMENT INC. of MANASSAS, VA is an SEC-registered investment adviser.

## Registration

- CRD: 173453
- Type: SEC-registered investment adviser
- SEC file number: 801-120709
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Jamshid Sharifi | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | — |
| SHARIFI JAMSHID | PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173453/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173453/similar
- Related entities: https://search.stillhousedata.com/firm/173453/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173453

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.