Legacy Wealth Advisor LLC
● SEC registered since 2025CRD 334697SEC# 801-132971Lynchburg, VA
Reg. AUM
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Employees
1
Accounts
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Location
Lynchburg, VA
Legacy Wealth Advisor LLC assets under management
Legacy Wealth Advisor LLC is an investment advisory firm registered with the SEC based in Lynchburg, VA. The firm has been registered since 2025. It employs 1 people.
Legacy Wealth Advisor LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ronald Jacob Dawson Control | Cco / Ceo | Over 75% | 2025 |
Frequently asked questions
How many employees does Legacy Wealth Advisor LLC have?
Legacy Wealth Advisor LLC reports 1 employees.
Where is Legacy Wealth Advisor LLC located?
Legacy Wealth Advisor LLC is based in Lynchburg, VA and has been SEC-registered since 2025.
Does Legacy Wealth Advisor LLC disclose fund performance?
Legacy Wealth Advisor LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1971 English Tavern Rd, Lynchburg, VA 24501 |
| Phone | (434) 266-8044 |
| Fax | (434) 485-5499 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
How this firm compares
EmployeesTop 94%
More than 6% of 16,825 advisers