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LEGACY WEALTH ADVISOR LLC

LYNCHBURG, VA · CRD 334697 · IAPD ↗ · (434) 266-8044

$0Regulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2025 — LEGACY WEALTH ADVISOR LLC (LYNCHBURG, VA) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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