Legacy Solutions, LLC
Legacy Solutions, LLC is an SEC-registered mass-market adviser in Kennett Square, PA with $243.8M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Legacy Solutions, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323360, SEC 801-126819, data through 2026-03-21.
- AUM (assets under management / regulatory AUM)
- $243.8M (2026-03-21)
- Firm type
- Mass-Market Adviser
- Location
- Kennett Square, PA
- Employees
- 6
- Clients
- 249
- CRD
- 323360
- Ownership
- STEWART, ANGELA, MARIA; LEGACY SOLUTIONS, INC.; Danese Price, CIARA; HALL, JEFFREY, RYAN; PRICE, CIARA, DANESE
How much AUM does Legacy Solutions, LLC have?
Legacy Solutions, LLC reported $243.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-21).
Who owns Legacy Solutions, LLC?
Disclosed owners and executives of Legacy Solutions, LLC include STEWART, ANGELA, MARIA, LEGACY SOLUTIONS, INC., Danese Price, CIARA, HALL, JEFFREY, RYAN, PRICE, CIARA, DANESE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.