Legacy Advisory Services, LLC
● SEC registered since 2023CRD 147173SEC# 801-128187Exton, PA
Reg. AUM
$156.9M
Employees
3
Accounts
325
Location
Exton, PA
Legacy Advisory Services, LLC assets under management
Legacy Advisory Services, LLC is an investment advisory firm registered with the SEC based in Exton, PA. The firm has been registered since 2023. It reports $156.9 million in regulatory assets under management and employs 3 people.
Legacy Advisory Services, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Varrenti Control | Member/Chief Investment Officer/Investment Adviser Representative | 25-50% | 2017 |
| Martin Andrew Gruszka Control | Owner/Chief Compliance Officer | 25-50% | 2017 |
| Richard Stephen Wiedl Control | Member/Managing Partner/Investment Adviser Representative | 25-50% | 2017 |
Frequently asked questions
How much does Legacy Advisory Services, LLC manage?
Legacy Advisory Services, LLC reports $156.9 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Advisory Services, LLC have?
Legacy Advisory Services, LLC reports 3 employees.
Where is Legacy Advisory Services, LLC located?
Legacy Advisory Services, LLC is based in Exton, PA and has been SEC-registered since 2023.
Does Legacy Advisory Services, LLC disclose fund performance?
Legacy Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 658 Exton Commons, Exton, PA 19341 |
| Phone | 610-524-6801 |
| Fax | 610-524-6806 |
| Office hours | 8a.m.-4:30p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156.9M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$156.9Mregulatory AUM
Discretionary $156.9M