Legacy Wealth Management Inc.
● SEC registered since 2021CRD 173453SEC# 801-120709Manassas, VA
Reg. AUM
$251M
Employees
10
Accounts
1,239
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 $251 million in regulatory assets under management and employs 10 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 $251 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Wealth Management Inc. have?
Legacy Wealth Management Inc. reports 10 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 | 8:30 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$251M▲ 42%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$251Mregulatory AUM
Discretionary $251M