Legacy Wealth Management Group, Inc.
Legacy Wealth Management Group, Inc. is an SEC-registered mass-market adviser in Lynchburg, VA with $289.8M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Legacy Wealth Management Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322235, SEC 801-126092, data through 2026-03-22.
- AUM (assets under management / regulatory AUM)
- $289.8M (2026-03-22)
- Firm type
- Mass-Market Adviser
- Location
- Lynchburg, VA
- Employees
- 19
- Clients
- 991
- CRD
- 322235
- Ownership
- STAMM, JOSHUA, DAVID; Bosch, Brandon, James; Dawson, Ronald, Jacob
How much AUM does Legacy Wealth Management Group, Inc. have?
Legacy Wealth Management Group, Inc. reported $289.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-22).
Who owns Legacy Wealth Management Group, Inc.?
Disclosed owners and executives of Legacy Wealth Management Group, Inc. include STAMM, JOSHUA, DAVID, Bosch, Brandon, James, Dawson, Ronald, Jacob. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.