Legacy Financial Services Group, LLC
Legacy Financial Services Group, LLC is an SEC-registered mass-market adviser with $122.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Legacy Financial Services Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140514, data through 2026-05-19.
- AUM (assets under management / regulatory AUM)
- $122.8M (2026-05-19)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 184
- CRD
- 140514
- Ownership
- WEEKS, DEREK, EDWARD; WEEKS, CAROLYN, MARIE
How much AUM does Legacy Financial Services Group, LLC have?
Legacy Financial Services Group, LLC reported $122.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-19).
Who owns Legacy Financial Services Group, LLC?
Disclosed owners and executives of Legacy Financial Services Group, LLC include WEEKS, DEREK, EDWARD, WEEKS, CAROLYN, MARIE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.