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Legacy Wealth Planning Group

Legacy Wealth Planning Group. CRD 327818

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CRD: 327818

Legacy Wealth Planning Group

Tampa, FL
8139283867
$34.4M Total AUM
$34.4M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Bridge radialMomentum +more
Established Date
09-29-2023
Office Locations
1

Office Locations

-- Tampa FL

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.

Team overview

-- AVG AGE
$34.4M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
2.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Matrix prime Optima

Client Personas

Foundation momentum Pioneer ridge

Custodian

Value pathway Foundation Summit Unison unison Beacon meridian Pioneer

Investment Themes

Oak Vertex Capital vector Frontier

Investment Vehicles

Alpha

Services

Delta Vertex harbor Foundation Meridian Frontier Legacy Prime Summit

Technology

Quantum signal Prime peak Momentum catalyst Bridge Harbor value

Owner & Executives

JOSEPH C MCELWEE

JOSEPH C MCELWEE

Chief Compliance Officer, Investment Advisor, PRINCIPAL

CRD
#5025133
Ownership
75% or more
(361) 510-4719
harbor.zenith@crestcapital.com
in linkedin.com/in/ridge-frontier

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$34.4M Total SMA
Public Funds:
20.1%
Equity - Exchange:
8.0%
U.S. Government/Agency:
7.8%
Corporate - Investment Grade:
21.9%
Corporate - Non-Investment Grade:
15.5%
Cash:
10.9%
Municipal Bonds:
15.8%
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%

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