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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Bridge radialMomentum +more
- Established Date
- 09-29-2023
- Office Locations
- 1
Office Locations
About Legacy Wealth Planning Group
Legacy Wealth Planning Group (LWPG) is a registered investment adviser providing comprehensive financial planning and fee-based portfolio management/wealth management for business owners, young and mid-career professionals, retirees, and families. The firm acts as a fiduciary, works with clients nationwide via a virtual model with in-person meetings as needed, and uses Charles Schwab as custodian. Planning includes investment and tax considerations, with a distinct focus on longevity and Alzheimer’s-related risk.
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Owner & Executives
JOSEPH C MCELWEE
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #5025133
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,357,942 | -- |
| Non-Discretionary | $0 | -- |
| Total | $34,357,942 | -- |
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Separately Managed Accounts
Total SMA Asset: $34,357,942
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,135,969,127 | 20.1% |
| Equity - Exchange | $452,127,016 | 8.0% |
| U.S. Government/Agency | $440,823,840 | 7.8% |
| Corporate - Investment Grade | $1,237,697,706 | 21.9% |
| Corporate - Non-Investment Grade | $875,996,093 | 15.5% |
| Cash | $616,023,059 | 10.9% |
| Municipal Bonds | $892,950,856 | 15.8% |
| Total | $5,651,587,697 | 100.0% |