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LEGACY WEALTH MANAGEMENT INC.

MANASSAS, VA · CRD 173453 · IAPD ↗ · 877-650-4738

$313.9MRegulatory AUM
5Advisory reps
11Employees
3Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2026 — LEGACY WEALTH MANAGEMENT INC. reported RAUM up 25% ($251.0M -> $313.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
March 2026 — LEGACY WEALTH MANAGEMENT INC. reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
January 2026 — LEGACY WEALTH MANAGEMENT INC. notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
December 2025 — LEGACY WEALTH MANAGEMENT INC. reported RAUM up 26% ($177.3M -> $223.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2025 — LEGACY WEALTH MANAGEMENT INC. reported RAUM up 25% ($141.7M -> $177.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
62
March 2024 — LEGACY WEALTH MANAGEMENT INC. reported RAUM up 36% ($104.6M -> $141.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.