# LEGACY WEALTH MANAGEMENT GROUP, INC.

LEGACY WEALTH MANAGEMENT GROUP, INC. of LYNCHBURG, VA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 322235
- Type: SEC-registered investment adviser
- SEC file number: 801-126092
- Location: 1971 ENGLISH TAVERN ROAD, LYNCHBURG, VA, 24501
- Phone: 434-266-1214
- Latest filing: 2026-03-22
- Regulatory AUM: $289.8M
- Discretionary AUM: $289.8M
- Clients: 19
- Accounts: 1,744

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Ronald Jacob Dawson | CEO / CCO | — |
| Joshua David Stamm | PARTNER | — |
| Brandon James Bosch | PARTNER | — |
| Dawson Ronald Jacob | CEO / CCO | — |
| STAMM JOSHUA DAVID | PARTNER | — |
| Bosch Brandon James | PARTNER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | regulatory | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/322235/brochure
- Similar advisers: https://search.stillhousedata.com/firm/322235/similar
- Related entities: https://search.stillhousedata.com/firm/322235/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/322235

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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.