# Legacy Wealth Concepts

> Legacy Wealth Concepts is a state-registered investment advisory firm in Baton Rouge, LA, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 28, 2025.

- CRD: 117422
- Filed as: LEGACY WEALTH CONCEPTS
- Legal name: Benedict Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Baton Rouge, LA
- Filing period: October 2026
- Form ADV filing dated: March 28, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117422
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-wealth-concepts-baton-rouge-la-117422

## Quick answers

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

**Where is Legacy Wealth Concepts located?**
Legacy Wealth Concepts' principal office is in Baton Rouge, LA, according to its Form ADV.

**Is Legacy Wealth Concepts registered with the SEC or a state?**
Legacy Wealth Concepts is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 117422.

**How much does Legacy Wealth Concepts manage?**
Legacy Wealth Concepts reports $64,803,879 in regulatory assets under management in its Form ADV filing dated March 28, 2025 (0% discretionary).

**What types of clients does Legacy Wealth Concepts serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (151).

**Does Legacy Wealth Concepts 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/117422

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $64,803,879
- Discretionary: $0
- Non-discretionary: $64,803,879

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 151 | $64,803,879 |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2002 (24 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Wealth Concepts (CRD 117422): Form ADV filing data as of October 2026.