LASTING LEGACY WEALTH MANAGEMENT, LLC

LASTING LEGACY WEALTH MANAGEMENT, LLC of ALEXANDRIA, VA is an SEC-registered investment adviser (CRD 328107). Regulatory assets under management: $59.3M.

Registration

• CRD: 328107
• Type: Registered investment adviser
• Location: 228 SOUTH WASHINGTON ST, ALEXANDRIA, VA, 22314
• Phone: 703-842-4333
• Latest filing: 2026-03-09
• Regulatory AUM: $59.3M
• Discretionary AUM: $59.3M
• Clients: 2
• Accounts: 258

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328107 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search