Legacy Wealth Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Manassas, VA. Its latest Form ADV filing, dated March 13, 2026, reports $251M in regulatory assets under management, 10 employees, and 1,239 accounts.
Assets Under Management
$251M
Employees
10
Offices
--
Total Clients
666
Primary office
MANASSAS, VA
10432 BALLS FORD ROAD #120, MANASSAS, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.4% of total clients.
Top client categories% of clientsClients
1
Individuals
91.4%
609
2
HNWI
8.4%
56
3
Corporations
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$251Mas of March 13, 2026
Discretionary100.0%
$251M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$251M
Total Accounts1,239
10Y AUM Change+$139M (+123.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee67:1
10Y Employee Change+8 (+400.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.