# Legacy Investing & Wealth Management LLC

> Legacy Investing & Wealth Management LLC is a state-registered investment advisory firm, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 277057
- Filed as: LEGACY INVESTING & WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/277057
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-investing-and-wealth-management-llc-277057

## Quick answers

**How is Legacy Investing & Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Investing & Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Legacy Investing & Wealth Management LLC registered with the SEC or a state?**
Legacy Investing & Wealth Management LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 277057.

**How much does Legacy Investing & Wealth Management LLC manage?**
Legacy Investing & Wealth Management LLC reports $993,309 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (100% discretionary).

**What types of clients does Legacy Investing & Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Legacy Investing & Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/277057

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $993,309
- Discretionary: $993,309
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $993,309 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- legacyinvestingwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Investing & Wealth Management LLC (CRD 277057): Form ADV filing data as of October 2026.