Legacy Wealth Management Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Lynchburg, VA. Its latest Form ADV filing, dated March 22, 2026, reports $290M in regulatory assets under management, 19 employees, and 1,744 accounts.
Assets Under Management
$290M
Employees
19
Offices
--
Total Clients
991
Primary office
LYNCHBURG, VA
1971 ENGLISH TAVERN ROAD, LYNCHBURG, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.1% of total clients.
Top client categories% of clientsClients
1
Individuals
79.1%
784
2
HNWI
18.1%
179
3
Corporations
1.5%
15
4
Charitable
1.3%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$290Mas of March 22, 2026
Discretionary100.0%
$290M
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$290M
Total Accounts1,744
10Y AUM Change+$290M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee52:1
10Y Employee Change+9 (+90.0%)
* 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.