SourcingSourcing

LEGACY WEALTH MANAGEMENT GROUP, INC.

C15
CRD 322235·SEC 801-126092·LYNCHBURG, VA
AUM
$289.8M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$869K
@ 30% margin
Est. Deal Value
$7.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LEGACY WEALTH MANAGEMENT GROUP, INC.
CRD
322235
SEC file #
801-126092
EIN
—
DBA names
—

Economics

AUM
$289.8M
AUM band
$100M-$500M
AUM trajectory
'23'26
$149.0M → $289.8M▲ +95%
Client mix
Individuals Other784
Individuals High Net Worth179
Corporations15
Charitable Organizations13

Operations

Employees (total)
19
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'23'26
5 advisors → 6 advisors▲ +20%
Primary office
LYNCHBURG VA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/22/2026
ADV-W filed at
—
Website
lynchburglegacy.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Dawson, Ronald, Jacob
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
Dawson, Ronald, Jacob
STAMM, JOSHUA, DAVID
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LYNCHBURGLEGACY.COM
Rdap Domain Creation Date
2017-02-15T16:08:20Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
2
Form 5500 Total Participants
25
Form 5500 Total Compensation
22,580
Form 5500 Compensation Trajectory 3y
202622,580
20240
Form 5500 Plan Count Trajectory 3y
20241
20261
Schedule C Total Compensation
22,580
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-15T16:08:20Z
Rdap Domain Last Changed
2026-01-31T08:59:56Z
Rdap Nameservers
Edns1.ultradns.bizEdns1.ultradns.comEdns1.ultradns.netEdns1.ultradns.org
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
5418933
Trust Company Affiliate
No

People (8)

8
STAMM, JOSHUA, DAVID
IAR · Direct Owner · 37.5%
4557338
DAWSON, RONALD, JACOB
IAR · Direct Owner · 37.5%
5418933
Bosch, Brandon, James
Direct Owner · 17.5%
6802008
JACOB CHARLES ZODY
IAR
7745913
Jeffery J Bruffy
IAR
8220658
Branden Curtiss Bosch
IAR
6294473
Logan T Stamm
IAR
8007762
Mark Clement Boccarossa
IAR
7557936