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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Wealth Management Group Inc
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| CRD # | 322235 |
| SEC # | 801-126092 |
| CIK # | 0001488921 |
| AUM | $233.3 M (2025-06-12) |
| Employees | 17 (35% Investors, 0% Brokers) |
| Phone | 434-266-1214 |
| Address | 1971 English Tavern Road Lynchburg, VA 24501 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.8 | ||
| AT&T Inc | 0.5 | ||
| Microsoft Corp | 0.4 | ||
| Southern Co | 0.4 | ||
| Nvidia Corp | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 764 | 98.5 |
| (b) Individuals (high net worth individuals) | 58 | 129.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 3.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,422 | 233.3 |
| By Discretionary | ||
| Discretionary | 1,422 | 233.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,422 | 233.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.3 | |
| Total | 1,422 | 233.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001488921] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legal Advantage Investments Inc
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|
0.2 | |
|
FFP Wealth Management LLC
✚
|
MN | 0.2 |
|
Holistic Wealth Advisors
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|
NY | 0.2 |
|
CornerStone Select Advisors LLC
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|
MO | 0.2 |
|
Diamant Asset Management Inc
✚
|
CT | 0.2 |
|
Diversified Resources LLC
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|
RI | 0.2 |
|
FF Advisors LLC
✚
|
CA | 0.2 |
|
AFT Forsyth and Company Inc
✚
|
FL | 0.2 |
|
Bradford Financial Center
✚
|
IA | 0.2 |
|
Stonebridge Wealth Management LLC
✚
|
IL | 0.2 |