PPrivate Fund Data Log in Join · $37/mo

Legacy Wealth Advisor LLC

● SEC registered since 2025CRD 334697SEC# 801-132971Lynchburg, VA
Export (members)
Reg. AUM
—
Employees
1
Accounts
—
Location
Lynchburg, VA

Legacy Wealth Advisor LLC assets under management

Legacy Wealth Advisor LLC is an investment advisory firm registered with the SEC based in Lynchburg, VA. The firm has been registered since 2025. It employs 1 people.
View on SEC.gov ↗

Legacy Wealth Advisor LLC owners & executives

1 reported
NameTitleOwnershipSince
Ronald Jacob Dawson ControlCco / CeoOver 75%2025

Frequently asked questions

How many employees does Legacy Wealth Advisor LLC have?

Legacy Wealth Advisor LLC reports 1 employees.

Where is Legacy Wealth Advisor LLC located?

Legacy Wealth Advisor LLC is based in Lynchburg, VA and has been SEC-registered since 2025.

Does Legacy Wealth Advisor LLC disclose fund performance?

Legacy Wealth Advisor LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1971 English Tavern Rd, Lynchburg, VA 24501
Phone(434) 266-8044
Fax(434) 485-5499
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes