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$817.7K Total AUM
$817.7K Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-29-2024
- Office Locations
- 1
Office Locations
101 N Tryon Street Suite 600 Charlotte NC
About Legacy Wealth Management
Legacy Wealth Management is a Charlotte-based RIA. The firm has been operating for 2 years. Managing $817.7K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Lincoln Financial.
Team overview
-- AVG AGE
$817.7K AVG AUM / ADVISOR
$163.5K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CHRISTOPHER LEE BANKS
Chief Compliance Officer, President
- CRD
- #5386885
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $817,740 | -- |
| Non-Discretionary | $0 | -- |
| Total | $817,740 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
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| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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