# Legacy Wealth Management Group, LLC

> Legacy Wealth Management Group, LLC is a state-registered investment advisory firm in Dothan, AL, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 9, 2023.

- CRD: 311361
- Filed as: LEGACY WEALTH MANAGEMENT GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Dothan, AL
- Filing period: October 2026
- Form ADV filing dated: February 9, 2023
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311361
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-wealth-management-group-llc-dothan-al-311361

## Quick answers

**How is Legacy Wealth Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Legacy Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Legacy Wealth Management Group, LLC located?**
Legacy Wealth Management Group, LLC's principal office is in Dothan, AL, according to its Form ADV.

**Is Legacy Wealth Management Group, LLC registered with the SEC or a state?**
Legacy Wealth Management Group, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311361.

**How much does Legacy Wealth Management Group, LLC manage?**
Legacy Wealth Management Group, LLC reports $1,594,010 in regulatory assets under management in its Form ADV filing dated February 9, 2023 (100% discretionary).

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

**Does Legacy Wealth Management Group, 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/311361

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $1,594,010
- Discretionary: $1,594,010
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $1,594,010 |

### 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: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Wealth Management Group, LLC (CRD 311361): Form ADV filing data as of October 2026.