Masters Legacy Planning
Masters Legacy Planning is an SEC-registered wealth manager in Linwood, NJ with $248.1M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Masters Legacy Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296314, SEC 801-113681, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $248.1M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Linwood, NJ
- Employees
- 5
- Clients
- 146
- CRD
- 296314
- Ownership
- CHAMBERLAIN, TODD, CHRISTOPHER; MACK, JACOB, R.; TSCAPS IRREVOCABLE TRUST; HOUSEL, RACHEL; Chamberlain, Sarah
How much AUM does Masters Legacy Planning have?
Masters Legacy Planning reported $248.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Masters Legacy Planning?
Disclosed owners and executives of Masters Legacy Planning include CHAMBERLAIN, TODD, CHRISTOPHER, MACK, JACOB, R., TSCAPS IRREVOCABLE TRUST, HOUSEL, RACHEL, Chamberlain, Sarah. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.