Legacy Wealth Management Revenue

Financial Services • Plantation, Florida, United States • 1-10 Employees

Legacy Wealth Management revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,800,000
Total funding	No funding

Key Contacts at Legacy Wealth Management

Joel Palatnik

Managing Director

Val Ortega

Director Of Retirement Plan Consulting & Wealth Advisor Associate

Company overview

Headquarters	1250 South Pine Island Road, Suite 350, Plantation, FL 33324, US
Phone number	+19544747100
Website	lwmfl.com
NAICS	52
Keywords	Investing, Wealth Management, Asset Management, Finance
Founded	1997
Employees	1-10

About Legacy Wealth Management

Legacy Wealth Management is a boutique wealth management firm headquartered in Fort Lauderdale, FL. We help our clients pursue their life goals by providing objective, independent investment advice coupled with comprehensive financial planning. Our firm's locations serve clients living in South Florida and throughout the United States. Our team of professionals has over 175 years of combined experience working with complex financial matters. Legacy Wealth Management’s mission is to have a positive impact on the lives of our clients and their families. This mission is grounded in the core values of integrity and transparency. We strive to fulfill on this every day by delivering personalized planning solutions and ongoing service that far exceeds clients’ expectations. For more information about the services we offer and the investment professionals on our team, please see our website (lwmfl.com) or call us at 954-474-7100 or 800-519-4015 (toll free). The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, NC, ND, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TX, VA, WA. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through LWM Advisory Services LLC, a registered investment advisor. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Third party articles have been obtained from sources believed to be reliable, but the accuracy of the information is not guaranteed. The information contained in third party articles is general in nature and should not be construed as investment advice or as a recommendation of any investment or investment strategy or approach. Investors should consult with a financial advisor before investing.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Legacy Wealth Management has 6 employees across 3 departments.

Departments

Number of employees

Funding Data

Legacy Wealth Management has never raised funding before.

Frequently asked questions

Legacy Wealth Management is located in Plantation, Florida, US.

You can reach Legacy Wealth Management at +19544747100.

Legacy Wealth Management generates an estimated annual revenue of $855,550. This revenue figure reflects the company's market position and business performance in its industry.

Legacy Wealth Management has an estimated valuation of $2,800,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Legacy Wealth Management was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contacts at Legacy Wealth Management

Joel Palatnik

Managing Director

Val Ortega

Director Of Retirement Plan Consulting & Wealth Advisor Associate

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