Active
LEGACY WEALTH MANAGEMENT INC.
Investment Advice|MANASSAS, VA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$177.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 177.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 173453 |
| SEC Number | 801-120709 |
| Street Address | 10432 BALLS FORD ROAD #100 |
| Location | MANASSAS, VA 20109 |
| Country | United States |
| Phone | 877-650-4738 |
| Fax | 866-255-8789 |
| Total Employees | 6 |
Client Count by Type (533 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 496 |
| High Net Worth Individual… | 36 |
| Corporations/Businesses | 1 |
Community Partners
COUNTY OF PRINCE WILLIAM
TOWN OF DUMFRIES
TOWN OF HAYMARKET
TOWN OF OCCOQUAN
TOWN OF QUANTICO
COUNTY OF PRINCE WILLIAM
TOWN OF DUMFRIES
TOWN OF HAYMARKET
TOWN OF OCCOQUAN
TOWN OF QUANTICO
COUNTY OF PRINCE WILLIAM
TOWN OF DUMFRIES
TOWN OF HAYMARKET
TOWN OF OCCOQUAN
TOWN OF QUANTICO
Municipal Government
5 Active
5
Organizations
POTOMAC AND RAPPAHANNOCK TRANSPORTATION COMMISSION
PRINCE WILLIAM COUNTY SERVICE AUTHORITY
PRINCE WILLIAM SOIL AND WATER CONSERVATION DISTRICT
UPPER OCCOQUAN SEWAGE AUTHORITY
POTOMAC AND RAPPAHANNOCK TRANSPORTATION COMMISSION
PRINCE WILLIAM COUNTY SERVICE AUTHORITY
PRINCE WILLIAM SOIL AND WATER CONSERVATION DISTRICT
UPPER OCCOQUAN SEWAGE AUTHORITY
POTOMAC AND RAPPAHANNOCK TRANSPORTATION COMMISSION
PRINCE WILLIAM COUNTY SERVICE AUTHORITY
PRINCE WILLIAM SOIL AND WATER CONSERVATION DISTRICT
UPPER OCCOQUAN SEWAGE AUTHORITY
Special District
4 Active
4
Organizations
MANASSAS CITY SCHOOLS
PRINCE WILLIAM CO SCHS
MANASSAS CITY SCHOOLS
PRINCE WILLIAM CO SCHS
MANASSAS CITY SCHOOLS
PRINCE WILLIAM CO SCHS
School District
2 Active
2
Organizations
12TH MAN
1503 MENS AUXILIARY DALE CITY
17TH BLACK BEARS BPSA
1ST CIVILIAN DIVISION LIMITED
21ST CENTURY AFRICAN CHILD EDUCATION INC
3RD GOAL - GENDER EQUALITY AND EMPOWERING WOMEN INC
3 WOMEN THAT CARE
42 84 KP ASSOCIATION OF USA
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
12TH MAN
1503 MENS AUXILIARY DALE CITY
17TH BLACK BEARS BPSA
1ST CIVILIAN DIVISION LIMITED
21ST CENTURY AFRICAN CHILD EDUCATION INC
3RD GOAL - GENDER EQUALITY AND EMPOWERING WOMEN INC
3 WOMEN THAT CARE
42 84 KP ASSOCIATION OF USA
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
12TH MAN
1503 MENS AUXILIARY DALE CITY
17TH BLACK BEARS BPSA
1ST CIVILIAN DIVISION LIMITED
21ST CENTURY AFRICAN CHILD EDUCATION INC
3RD GOAL - GENDER EQUALITY AND EMPOWERING WOMEN INC
3 WOMEN THAT CARE
42 84 KP ASSOCIATION OF USA
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization
2196 Active
2196
Organizations
Community Partners61 organizations
TOWN OF HAYMARKET
Municipal Government·HAYMARKET
TOWN OF OCCOQUAN
Municipal Government·OCCOQUAN
PRINCE WILLIAM COUNTY SERVICE AUTHORITY
Special District·WOODBRIDGE
12TH MAN
Nonprofit Organization·Woodbridge
1503 MENS AUXILIARY DALE CITY
Nonprofit Organization·WOODBRIDGE
17TH BLACK BEARS BPSA
Nonprofit Organization·Manassas
1ST CIVILIAN DIVISION LIMITED
Nonprofit Organization·WOODBRIDGE
21ST CENTURY AFRICAN CHILD EDUCATION INC
Nonprofit Organization·Manassas
3RD GOAL - GENDER EQUALITY AND EMPOWERING WOMEN INC
Nonprofit Organization·Woodbridge
3 WOMEN THAT CARE
Nonprofit Organization·Woodbridge
42 84 KP ASSOCIATION OF USA
Nonprofit Organization·Manassas
4-H CLUB & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Woodbridge
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Manassas
5750 CLUB INC
Nonprofit Organization·Woodbridge
5M FOUNDATION
Nonprofit Organization·WOODBRIDGE
5TH REGIMENT NEW YORK STATE VOLUNTEERS DURYEE ZOUAVES INC
Nonprofit Organization·CENTREVILLE
A2Z NONPROFIT
Nonprofit Organization·Centreville
A ADVANTAGE 4 KIDS
Nonprofit Organization·MANASSAS
AA ROYALE CHARITIES
Nonprofit Organization·WOODBRIDGE
ABDIRAZAK JAJI HUSSEIN FOUNDATION
Nonprofit Organization·MANASSAS
A BEST CHOICE MOBILE ULTRASOUND AND
Nonprofit Organization·WOODBRIDGE
ABILITY UNLIMITED INC
Nonprofit Organization·Manassas
ABLE CHARITIES INC
Nonprofit Organization·Woodbridge
ABNORMAL MISSIONARY
Nonprofit Organization·Centreville
ABUENICA INC
Nonprofit Organization·Woodbridge
ABUNDANT LIFE MINISTRIES INC
Nonprofit Organization·Woodbridge
ABUNDANT LIVING CHRISTIAN MINISTRIES
Nonprofit Organization·DUMFRIES
ACALETICS
Nonprofit Organization·WOODBRIDGE
ACCELERATE AUTOMOTIVE TRAINING INC
Nonprofit Organization·Woodbridge
Accuracy Press Institute
Nonprofit Organization·MANASSAS
ACTION IN COMMUNITY THROUGH SERVICE OF
Nonprofit Organization·DUMFRIES
ACTS
Nonprofit Organization·DUMFRIES
AD FONTES EDUCATIONAL TRUST
Nonprofit Organization·CENTREVILLE
ADRA EDUCATIONAL FOUNDATION INC
Nonprofit Organization·MANASSAS
ADRA SCHOLARSHIP FOUNDATION
Nonprofit Organization·MANASSAS
ADVANCED SPORTS TRAINING CENTER INC
Nonprofit Organization·Manassas
ADVANCE VIRGINIA
Nonprofit Organization·CENTREVILLE
ADVOCATES FOR ABUSED AND ABANDONED PETS A3P
Nonprofit Organization·DUMFRIES
ADVOCATES FOR CITIZEN ACCESS
Nonprofit Organization·Manassas
AFCEA Bevloir
Nonprofit Organization·DUMFRIES