Legacy Wealth Management Group, Inc.
● SEC registered since 2022CRD 322235SEC# 801-126092Lynchburg, VA
Reg. AUM
$289.8M
Employees
19
Accounts
1,744
Location
Lynchburg, VA
Legacy Wealth Management Group, Inc. assets under management
Legacy Wealth Management Group, Inc. is a registered investment adviser overseen by the SEC based in Lynchburg, VA. The firm has been registered since 2022. It reports $289.8 million in regulatory assets under management and employs 19 people.
Legacy Wealth Management Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon James Bosch Control | Partner | 10-25% | 2022 |
| Joshua David Stamm Control | Partner | 25-50% | 2022 |
| Ronald Jacob Dawson Control | Ceo / Cco | 25-50% | 2022 |
Frequently asked questions
How much does Legacy Wealth Management Group, Inc. manage?
Legacy Wealth Management Group, Inc. reports $289.8 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Wealth Management Group, Inc. have?
Legacy Wealth Management Group, Inc. reports 19 employees.
Where is Legacy Wealth Management Group, Inc. located?
Legacy Wealth Management Group, Inc. is based in Lynchburg, VA and has been SEC-registered since 2022.
Does Legacy Wealth Management Group, Inc. disclose fund performance?
Legacy Wealth Management Group, Inc. 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 Road, Lynchburg, VA 24501 |
| Phone | 434-266-1214 |
| Fax | 434-485-5499 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$289.8M▲ 24%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$289.8Mregulatory AUM
Discretionary $289.8M