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Legacy Advisory Services, LLC

Legacy Advisory Services, LLC. CRD 147173

Legacy Advisory Services, LLC logo

CRD: 147173

Legacy Advisory Services, LLC

Exton, PA, 19341
6105246801
www.legacyadvisorypa.com
$156.9M Total AUM
$156.9M Disc. AUM
-- 3Y CAGR
3 Employees
123 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Altruist · Charles Schwab & Company · Truist Bank
Clients
Retail
Platforms
Catalyst glacier
Established Date
06-24-2008
Office Locations
1

Office Locations

658 Exton Commons Exton PA

About Legacy Advisory Services, LLC

Legacy Advisory Services, LLC is a full-service RIA providing customized financial planning and portfolio management, with an emphasis on retirement planning and income replacement. The firm builds disciplined, risk-profiled portfolios balanced for safety, income, growth, taxes, and inflation, and also supports insurance, tax/estate, and college planning. Custody options include Charles Schwab and Altruist.

Team overview

46 AVG AGE
$52.3M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
18.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Prime vertex Pathway vertex Atlas optima

Custodian

Vector alpha Wave Capital vital Timber beacon

Investment Themes

Vertex focus Harbor signal

Investment Vehicles

Alpha Meridian

Services

Bridge summit Value Ember Harbor zenith Value quantum Momentum Ridge Insight Matrix unison Alpha

Technology

Atlas frontier

Owner & Executives

M

MARTIN ANDREW GRUSZKA

Chief Compliance Officer, Owner

CRD
#4697790
Ownership
25% but less than 50%
(810) 209-9163
crest.optima@vitalcapital.com
in linkedin.com/in/glacier-catalyst
A

ADAM VARRENTI III

Chief Investment Officer, Investment Adviser Representative

CRD
#4283086
Ownership
25% but less than 50%
(923) 278-9946
zenith.vital@northcapital.com
in linkedin.com/in/fusion-harbor
V

Vertex focus

Unison prime element

CRD
#39475
Ownership
23.9%
(659) 540-4928
zenith.delta@radialcapital.com
in linkedin.com/in/vertex-pioneer

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-07-2023
10-08-2024
03-14-2025
02-27-2026
Category Assets AVG. Account size
Discretionary $156,935,534 $482,879
Non-Discretionary $0 --
Total $156,935,534 $482,879

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Separately Managed Accounts

Total SMA Asset: $156,935,534

$156.9M Total SMA
Public Funds:
42.5%
Equity - Exchange:
57.5%
Asset class Assets Assets %
Public Funds $407,256,814 42.5%
Equity - Exchange $550,994,512 57.5%
Total $958,251,326 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
RADIAL FUSION PIONEER FOUNDATION RIDGE RSLVSRMNW HWPT 7.64% $98,222,255
LEGACY NORTH TIMBER VECTOR UNISON 37MC5KJ4N VXK 3.02% $103,472,840
PEAK VERTEX DELTA PATHWAY TIMBER LBPM4IH4O JAI 5.09% $107,499,370
OAK SIGNAL PIONEER LEGACY BKUEOHHQS SVPZF 4.02% $46,146,756
DELTA RIDGE LEGACY GLACIER UOGKV0TH6 OCI 12.43% $48,613,295
MOMENTUM BRIDGE CATALYST QUANTUM 5OTNK0V1A UNTH 3.26% $57,985,640
WAVE ATLAS ELEMENT VITAL F6JY3XOH3 OYP 10.70% $102,041,644
FOUNDATION CREST RADIAL EAGLE FVRPYNSX2 QBY 7.02% $43,826,506

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