Legacy Planning Advisors, LLC
Legacy Planning Advisors, LLC is an SEC-registered mass-market adviser in Suwanee, GA with $234.0M assets under management (AUM, regulatory AUM), +34% over one year. See who owns Legacy Planning Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121289, SEC 801-112270, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $234.0M (2026-02-03)
- Firm type
- Mass-Market Adviser
- Location
- Suwanee, GA
- Employees
- 8
- Clients
- 265
- CRD
- 121289
- Ownership
- BLACK, ROBERT, GERALD; CUSHMAN, CHRISTOPHER, WESTON; HESTER HALL, JENNIFER; BLACK, CAMILLE, CALHOUN; GECKELER, PETER, LEWIS
How much AUM does Legacy Planning Advisors, LLC have?
Legacy Planning Advisors, LLC reported $234.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Legacy Planning Advisors, LLC?
Disclosed owners and executives of Legacy Planning Advisors, LLC include BLACK, ROBERT, GERALD, CUSHMAN, CHRISTOPHER, WESTON, HESTER HALL, JENNIFER, BLACK, CAMILLE, CALHOUN, GECKELER, PETER, LEWIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.