# LEGACY WEALTH PLANNING, LLC

LEGACY WEALTH PLANNING, LLC of RENO, NV is an SEC-registered investment adviser.

## Registration

- CRD: 289212
- Type: SEC-registered investment adviser
- SEC file number: 801-111791
- Location: 10599 DOUBLE R BLVD, RENO, NV, 89521
- Phone: 775-850-2500
- Latest filing: 2023-03-22
- Regulatory AUM: $343.1M
- Discretionary AUM: $343.1M
- Clients: 10
- Accounts: 489

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| LEVY MARK | MANAGING PARTNER | — |
| MAHONEY PHILLIP STEPHEN | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | — |
| MCCLELLAN MARTIN MAJOR | MANAGING PARTNER | — |
| VARGAS CHRISTOPHER ERIC | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289212/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289212/similar
- Related entities: https://search.stillhousedata.com/firm/289212/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289212

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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.