Legacy Wealth Management Inc.
Legacy Wealth Management Inc. is an SEC-registered mass-market adviser in Manassas, VA with $251.0M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Legacy Wealth Management Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 173453, SEC 801-120709, data through 2026-03-13.
- AUM (assets under management / regulatory AUM)
- $251.0M (2026-03-13)
- Firm type
- Mass-Market Adviser
- Location
- Manassas, VA
- Employees
- 10
- Clients
- 666
- CRD
- 173453
- Ownership
- SHARIFI, JAMSHID
How much AUM does Legacy Wealth Management Inc. have?
Legacy Wealth Management Inc. reported $251.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-13).
Who owns Legacy Wealth Management Inc.?
Disclosed owners and executives of Legacy Wealth Management Inc. include SHARIFI, JAMSHID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.