$313.9M Total AUM
$313.9M Disc. AUM
26.4% 3Y CAGR
11 Employees
735 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-04-2014
- Office Locations
- 1
Office Locations
10432 Balls Ford Road #120 Manassas VA
About Legacy Wealth Management Inc.
Legacy Wealth Management (Manassas, VA) partners with families and retirees on goal-based financial planning and retirement guidance, including asset reviews, income analysis, and tax-impact planning. The team implements personalized, white-glove portfolio management—often using ETFs—and emphasizes Social Security and tax-efficient strategies through complimentary seminars and ongoing client education events.
Team overview
-- AVG AGE
$62.8M AVG AUM / ADVISOR
$427.0K AVG AUM / CLIENT
3.3 yrs AVG TENURE
11 Employees
5 Advisory Reps
5 RIA Reps
11yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JAMSHID SHARIFI
Chief Compliance Officer, Owner, President
- CRD
- #6411375
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Ronald Teri Bolte
Financial Planning Analyst
- CRD
- #4384647
Available
Available
Available
M
MASON COYLE
--
- CRD
- #7379315
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $313,864,428 | $202,620 |
| Non-Discretionary | $0 | -- |
| Total | $313,864,428 | $202,620 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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