LEGACY INVESTING & WEALTH MANAGEMENT LLC

LEGACY INVESTING & WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 277057). Regulatory assets under management: $993K.

Registration

• CRD: 277057
• Type: Registered investment adviser
• Phone: 301-204-7538
• Latest filing: 2026-03-02
• Regulatory AUM: $993K
• Discretionary AUM: $993K
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 277057 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search