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Legacy Wealth Management Inc.

● SEC registered since 2021CRD 173453SEC# 801-120709Manassas, VA
Export (members)
Reg. AUM
$177.3M
Employees
6
Accounts
909
Location
Manassas, VA

Legacy Wealth Management Inc. assets under management

Legacy Wealth Management Inc. is an investment advisory firm registered with the SEC based in Manassas, VA. The firm has been registered since 2021. It reports $177.3 million in regulatory assets under management and employs 6 people.
linkedin.com/legacy-associates-incView on SEC.gov ↗

Legacy Wealth Management Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jamshid Sharifi ControlPresident/Owner/Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Legacy Wealth Management Inc. manage?

Legacy Wealth Management Inc. reports $177.3 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Wealth Management Inc. have?

Legacy Wealth Management Inc. reports 6 employees.

Where is Legacy Wealth Management Inc. located?

Legacy Wealth Management Inc. is based in Manassas, VA and has been SEC-registered since 2021.

Does Legacy Wealth Management Inc. disclose fund performance?

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

Contact & registration

Address10432 Balls Ford Road #100, Manassas, VA 20109
Phone877-650-4738
Fax866-255-8789
Office hours8:30 a.m.-5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$177.3M
Non-discretionary$0
Total (RAUM)$177.3M