Legacy Wealth Planning
Financial Services • 
Reno, Nevada, United States • 11-20 Employees
Company overview
| Headquarters | 10599 Double R Blvd, Reno, Nevada 89521, US |
| Phone number | +17758502500 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Investment Management, Finance, 401K, Estate Planning, Retirement Planning, Financial Planning, Wealth Preservation, Financial Advisor |
| Founded | 2006 |
| Employees | 11-20 |
| Socials |
Key Contact at Legacy Wealth Planning
Matt Bray
Director, Client Services
Legacy Wealth Planning Email Formats
Legacy Wealth Planning uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@lwpreno.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@lwpreno.com | 100% |
About Legacy Wealth Planning
Legacy Wealth Planning, LLC is an independent financial services group based in Reno, NV with 5 financial advisers and 3 staff/assistants. We were established in March of 2006 with a managing group of 4 partners, all of whom are still active financial advisers in the firm. Legacy Wealth Planning’s mission is to present its clients with complete financial guidance and wealth management services focused on managing & preserving their wealth for themselves and their families. Securities offered through LPL Financial, Member SIPC sipc.org. 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. For a list of states in which I am/we are registered to do business, please visit www.LPWReno.com
Legacy Wealth Planning revenue & valuation
| Annual revenue | $13,700,000 |
| Revenue per employee | $1,137,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $43,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Legacy Wealth Planning has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Legacy Wealth Planning has never raised funding before.
Legacy Wealth Planning Tech Stack
Discover the technologies and tools that power Legacy Wealth Planning's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Frequently asked questions
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