Legacy Wealth Group

Financial Services • BVI, Virgin Islands, British • 1-10 Employees

Company overview

Headquarters	BVI, Virgin Islands, British
Phone number	+18886111853
Website	lwg.life
NAICS	52
Keywords	Wealth Management, Structured Products, Asesoria Financiera, Gestion Patrimonial
Employees	1-10

Key Contacts at Legacy Wealth Group

Reynaldo Callejas

Chief Executive Officer

Ana Catalina Diaz

Directora Comercial

Corey Wright

🔹 Founder + Real Estate Mentor

Anthony Salamone

Owner & Managing Partner

Fred Ymker

Founder & Cfp®

Harry Lamar

Owner

Gerson Rodríguez Villarreal

Director De Operaciones Y Cumplimiento

Stefan Olds

Co-Owner

About Legacy Wealth Group

At LWG we are committed with our vision to be the leader of innovative wealth management solutions and solid risk mitigation strategies for affluent clients in Latin America. Legacy’s product family includes Legacy Income Account (LIA), Legacy Protected Account (LPA) and Legacy Digital Trends (LDT). En LWG estamos comprometidos con nuestra visión de ser el líder en soluciones innovadoras de inversión y estrategias robustas de mitigación de riesgos para clientes afluentes en América Latina. La familia de productos Legacy incluye Legacy Income Account (LIA), Legacy Protected Account (LPA) and Legacy Digital Trends (LDT).

Legacy Wealth Group revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

C-Suite

Employees by Department

Legacy Wealth Group has 11 employees across 5 departments.

Departments

Number of employees

Funding Data

Legacy Wealth Group has never raised funding before.

Frequently asked questions

Legacy Wealth Group is located in BVI, VG.

You can reach Legacy Wealth Group at +18886111853.

Legacy Wealth Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.