LEGACY WEALTH MANAGEMENT

LEGACY WEALTH MANAGEMENT of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 329837). Regulatory assets under management: $818K.

Registration

• CRD: 329837
• Type: Registered investment adviser
• Location: 10130 MALLARD CREEK ROAD, CHARLOTTE, NC, 28262
• Phone: 7047808275
• Latest filing: 2026-07-24
• Regulatory AUM: $818K
• Discretionary AUM: $818K
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329837 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search