Key facts
- LEGACY WEALTH MANAGEMENT GROUP, INC. is a other based in LYNCHBURG, VA.
Registered with the SEC
Form ADV · 2026-03 · CRD 322235- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 19
- 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 the whole book
- ·Watchlist + alerts for LEGACY WEALTH MANAGEMENT GROUP, INC.'s activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for LEGACY WEALTH MANAGEMENT GROUP, INC. are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.