LEGACY WEALTH PLANNING

LEGACY WEALTH PLANNING of BETHALTO, IL is an SEC-registered investment adviser (CRD 322883). Regulatory assets under management: $23.5M.

Registration

• CRD: 322883
• Type: Registered investment adviser
• Location: 120 MILL ST., BETHALTO, IL, 62010
• Phone: 618-444-1785
• Latest filing: 2025-03-17
• Regulatory AUM: $23.5M
• Discretionary AUM: $23.5M
• Clients: 1
• Accounts: 166

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322883 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search