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- Custodian
- Interactive Brokers · LPL Financial · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-30-2014
- Office Locations
- 1
Office Locations
About LWM Advisory Services, LLC
Legacy Wealth Management (LWM Advisory Services) is a Florida-based wealth manager providing personalized financial planning and portfolio management for individuals and families, with guidance on retirement, insurance choices, and major life events such as business transitions. The team builds client-centric, proactive and transparent strategies, using mutual funds, fixed income and model portfolios; relationships include custodians such as LPL Financial and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOEL ANGEL PALATNIK
Wealth Advisor
- CRD
- #3147356
- Ownership
- 25% but less than 50%
SONJA KOPPENWALLNER
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- CRD
- #4960228
- Ownership
- 5% but less than 10%
Showing 2 of 4 owners & executives
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MARCO R BOHORQUEZ
Wealth Advisor
- CRD
- #4871551
Valeria Carolina Ortega
Regional Head of Retirement Plan Services
- CRD
- #5144261
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $810,373,045 | $422,289 |
| Non-Discretionary | $280,542,790 | $4,125,629 |
| Total | $1,090,915,835 | $549,027 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| 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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