# Legacy Wealth Management Inc.

> Legacy Wealth Management Inc. is an SEC-registered investment advisory firm in Manassas, VA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 173453
- Filed as: LEGACY WEALTH MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manassas, VA
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173453
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-wealth-management-inc-manassas-va-173453

## Quick answers

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

**Where is Legacy Wealth Management Inc. located?**
Legacy Wealth Management Inc.'s principal office is in Manassas, VA, according to its Form ADV.

**Is Legacy Wealth Management Inc. registered with the SEC or a state?**
Legacy Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 173453.

**How much does Legacy Wealth Management Inc. manage?**
Legacy Wealth Management Inc. reports $313,864,428 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (100% discretionary).

**How have Legacy Wealth Management Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Legacy Wealth Management Inc.: Regulatory assets under management: $112,106,667 in the October 2021 data and $313,864,428 in the October 2026 data, up 180%. Total employees: 2 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Legacy Wealth Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (665); high net worth individuals (66); corporations or other businesses not listed above (1).

**Which custodians does Legacy Wealth Management Inc. use?**
Legacy Wealth Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Private Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does Legacy Wealth Management Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173453

**Does Legacy Wealth Management Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated July 15, 2026 says: "Advisor does not require a minimum to open an account."

**What changed in Legacy Wealth Management Inc.'s recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $251,046,073 to $313,864,428 (+25%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 15, 2026)

- Account minimum: None

> Advisor does not require a minimum to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Private Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $313,864,428
- Discretionary: $313,864,428
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 665 | $181,572,636 |
| High net worth individuals | 66 | $131,939,970 |
| Corporations or other businesses not listed above | 1 | $351,822 |

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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 11 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, LA, MD, NC, NH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- lwealthmanagement.com
- Facebook @LEGACYWEALTHMANAGEMENT.COM
- LinkedIn @LEGACY-ASSOCIATES-INC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $112,106,667 | 2 | April 5, 2021 |
| October 2022 | $106,199,615 | 3 | July 6, 2022 |
| October 2023 | $104,571,244 | 3 | August 31, 2023 |
| October 2024 | $141,742,875 | 4 | April 15, 2024 |
| October 2025 | $177,305,738 | 6 | June 10, 2025 |
| October 2026 | $313,864,428 | 11 | September 10, 2026 |

Regulatory assets under management: $112,106,667 in the October 2021 data and $313,864,428 in the October 2026 data, up 180%.
Total employees: 2 in October 2021 and 11 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $251,046,073 to $313,864,428 (+25%).

### April 2026
- Employees performing advisory functions went from 3 to 4.

### March 2026
- Regulatory assets under management went from $223,388,709 to $251,046,073 (+12%).

### January 2026
- Registered or notice-filed in LA.

### December 2025
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $177,305,738 to $223,388,709 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Wealth Management Inc. (CRD 173453): Form ADV filing data as of October 2026.