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Legacy Wealth Management Group, Inc.

● SEC registered since 2022CRD 322235SEC# 801-126092Lynchburg, VA
Export (members)
Reg. AUM
$233.3M
Employees
17
Accounts
1,422
Location
Lynchburg, VA

Legacy Wealth Management Group, Inc. assets under management

Legacy Wealth Management Group, Inc. is a registered investment adviser overseen by the SEC based in Lynchburg, VA. The firm has been registered since 2022. It reports $233.3 million in regulatory assets under management and employs 17 people.
www.lynchburglegacy.comView on SEC.gov ↗

Legacy Wealth Management Group, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Brandon James Bosch ControlPartner10-25%2022
Joshua David Stamm ControlPartner25-50%2022
Ronald Jacob Dawson ControlCeo / Cco25-50%2022

Frequently asked questions

How much does Legacy Wealth Management Group, Inc. manage?

Legacy Wealth Management Group, Inc. reports $233.3 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Wealth Management Group, Inc. have?

Legacy Wealth Management Group, Inc. reports 17 employees.

Where is Legacy Wealth Management Group, Inc. located?

Legacy Wealth Management Group, Inc. is based in Lynchburg, VA and has been SEC-registered since 2022.

Does Legacy Wealth Management Group, Inc. disclose fund performance?

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

Contact & registration

Address1971 English Tavern Road, Lynchburg, VA 24501
Phone434-266-1214
Fax434-485-5499
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$233.3M
Non-discretionary$0
Total (RAUM)$233.3M