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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.