| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Varrenti Control | Member/Chief Investment Officer/Investment Advisor Representative | 25-50% | 2017 |
| Martin Andrew Gruszka Control | Owner/Chief Compliance Officer | 25-50% | 2017 |
| Richard Stephen Wiedl Control | Member/Managing Partner/Investment Advisor Representative | 25-50% | 2017 |
Legacy Advisory Services, LLC reports $142.4 million in regulatory assets under management on its Form ADV.
Legacy Advisory Services, LLC reports 3 employees.
Legacy Advisory Services, LLC is based in Exton, PA and has been SEC-registered since 2023.
Legacy Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 658 Exton Commons, Exton, PA 19341 |
| Phone | 610-524-6801 |
| Fax | 610-524-6806 |
| Office hours | 8a.m.-4:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $142.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $142.4M |