Legacy Advisory Services, LLC
Legacy Advisory Services, LLC is an SEC-registered wealth manager in Exton, PA with $156.9M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Legacy Advisory Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147173, SEC 801-128187, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $156.9M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Exton, PA
- Employees
- 3
- Clients
- 123
- CRD
- 147173
- Ownership
- GRUSZKA, MARTIN, ANDREW; VARRENTI, ADAM; WIEDL, RICHARD, STEPHEN
How much AUM does Legacy Advisory Services, LLC have?
Legacy Advisory Services, LLC reported $156.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Legacy Advisory Services, LLC?
Disclosed owners and executives of Legacy Advisory Services, LLC include GRUSZKA, MARTIN, ANDREW, VARRENTI, ADAM, WIEDL, RICHARD, STEPHEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.