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LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD 322235File 801-126092
APPROVED
Retail clients
Disclosure events
Filing as of Mar 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$289.8M
Below cohort median (national)
Discretionary AUM
$289.8M
Clients
991
1,744 accounts
Employees
19
Below cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 6, 2022
- Principal office
- 1971 ENGLISH TAVERN ROAD, LYNCHBURG, VA, 24501
- Phone
- 434-266-1214
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $289.8M
- Discretionary AUM
- $289.8M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,744
- Non-discretionary accounts
- 0
- Total accounts
- 1,744
- AUM per client
- $292K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $70K |
| Charitable organizations | 13 | $2.9M |
| High net worth individuals | 179 | $211.3M |
| Individuals (other than high net worth individuals) | 784 | $75.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D3
- Q11D5
- Q11E4
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 17 | 19 | increased by2 |
| Apr 1, 2026 | Clients | 847 | 991 | increased by144 |
| Apr 1, 2026 | AUM | $233,294,000 | $289,830,000 | increased by$56,536,000 |
| Apr 1, 2026 | Accounts | 1,422 | 1,744 | increased by322 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 17 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $233,294,000 | increased by$233,294,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 1,422 | increased by1,422 |
| Aug 1, 2022 | Registration | — | APPROVED-120 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEGACY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEGACY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.