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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freeWealth manager, wrap-program sponsor · Lynchburg, VA
SEC-registered investment adviser · CRD 322235 · SEC 801-126092
At a glance
Legacy Wealth Management Group, Inc. is an SEC-registered investment adviser based in Lynchburg, Virginia, with $290 million in regulatory assets under management as of its Form ADV filed March 22, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 963 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 4,487th of 8,915 wealth managers and 10,329th of 17,210 SEC-registered advisers by assets.
Main office 434-266-1214lynchburglegacy.comLinkedInAs filed on Form ADV
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 179 | $211M | 73% |
| Individuals | 784 | $76M | 26% |
| Charitable organizations | 13 | $3M | <1% |
| Corporations or other businesses | 15 | $0M | <1% |
Legacy Wealth Management Group, Inc. answers yes to 6 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
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Legacy Wealth Management Group, Inc. reports $290 million in regulatory assets under management across 1,744 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 22, 2026.
Legacy Wealth Management Group, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
By assets, its largest client types are high-net-worth individuals ($211 million, 179 clients); individuals ($76 million, 784 clients); charitable organizations ($3 million, 13 clients).
Legacy Wealth Management Group, Inc. answers yes to 6 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Every figure is Legacy Wealth Management Group, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-22), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →