Legacy Wealth Management Inc.
● SEC registered since 2021CRD 173453SEC# 801-120709Manassas, VA
Reg. AUM
$313.9M
Employees
11
Accounts
1,437
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 $313.9 million in regulatory assets under management and employs 11 people.
Legacy Wealth Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jamshid Sharifi Control | President/Owner/Chief Compliance Officer | Over 75% | 2014 |
Frequently asked questions
How much does Legacy Wealth Management Inc. manage?
Legacy Wealth Management Inc. reports $313.9 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Wealth Management Inc. have?
Legacy Wealth Management Inc. reports 11 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
| Address | 10432 Balls Ford Road #120, Manassas, VA 20109 |
| Phone | 877-650-4738 |
| Fax | 866-255-8789 |
| Office hours | M-Th: 8-4:30 Fri: 8-12 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$313.9M▲ 77%
Feb '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,306 advisers
EmployeesTop 38%
More than 62% of 16,824 advisers
Assets under management
$313.9Mregulatory AUM
Discretionary $313.9M