Legacy Wealth Advisor LLC
Legacy Wealth Advisor LLC is an SEC-registered ria in Lynchburg, VA with an unreported amount of assets under management (AUM, regulatory AUM), -999% over one year. See who owns Legacy Wealth Advisor LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334697, SEC 801-132971, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- Not reported (2026-03-06)
- Firm type
- Ria
- Location
- Lynchburg, VA
- Employees
- 1
- CRD
- 334697
- Ownership
- DAWSON, RONALD, JACOB
How much AUM does Legacy Wealth Advisor LLC have?
Legacy Wealth Advisor LLC reported an unreported amount of in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Legacy Wealth Advisor LLC?
Disclosed owners and executives of Legacy Wealth Advisor LLC include DAWSON, RONALD, JACOB. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.