Legacy Wealth Planning LLC


Assets, Funds, Holdings

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Legacy Wealth Planning LLC
CRD #289212
SEC #801-111791
AUM $263.7 MM (100% Disc, 100% US)
Employees10 (70% Investors, 90% Brokers)
Address10599 Double R Blvd
Reno, NV 89521
Source [IAPD] [Website]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Financial Connections Group Inc
CA 0.3
Torch Wealth Management LLC
OH 0.3
Johanson Financial Advisors Inc
CA 0.3
Erguz LLC
TX 0.3
Guerin Financial Services Ltd
CO 0.3
Asset Planning Inc
CA 0.3
Global Tradz Inc
OH 0.3
Family Financial Solutions Group LLC
CO 0.3
Independent Investors Inc
NY 0.3
Meridian Wealth Management LLC
CO 0.3
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