Key facts
- LEGACY WEALTH ADVISOR LLC is a other based in LYNCHBURG, VA.
Registered with the SEC
Form ADV · 2026-03 · CRD 334697- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 1
- Registered office
- LYNCHBURG, VA
- SEC status
- Approved
Discloses a disciplinary history on Form ADV.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See more of the book
- ·Watchlist + alerts for LEGACY WEALTH ADVISOR LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for LEGACY WEALTH ADVISOR LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.