Legacy Wealth Planning LLC

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CAFR Data
Legacy Wealth Planning LLC
CRD #289212
SEC #801-111791
CIK #
AUM $263.7 MM (100% Disc, 100% US)
Employees10 (70% Investors, 90% Brokers)
Phone775-850-2500
Address10599 Double R Blvd
Reno, NV 89521
Source [IAPD] [Website]
Total AUM ($MM)
2652121591065302011201420172020
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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