← Tributary

LEGACY WEALTH MANAGEMENT GROUP, INC.

LYNCHBURG, VA · CRD 322235 · IAPD ↗ · lynchburglegacy.com · 434-266-1214

$289.8MRegulatory AUM
6Advisory reps
19Employees
220Clients
0Planning clients
0Private funds
9States
6Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2025 — LEGACY WEALTH MANAGEMENT GROUP, INC. notice-filed in SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
46
April 2024 — LEGACY WEALTH MANAGEMENT GROUP, INC. notice-filed in FL, NH, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2024 — LEGACY WEALTH MANAGEMENT GROUP, INC. reported RAUM up 35% ($154.4M -> $207.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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