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LEGACY SOLUTIONS, LLC

KENNETT SQUARE, PA · CRD 323360 · IAPD ↗ · legacysolutions.org · 610-444-9920

$243.8MRegulatory AUM
3Advisory reps
6Employees
2Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2026 — LEGACY SOLUTIONS, LLC reported RAUM up 26% ($192.8M -> $243.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
April 2024 — LEGACY SOLUTIONS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
April 2024 — LEGACY SOLUTIONS, LLC reported RAUM up 53% ($107.4M -> $163.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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