The Legacy Wealth Group Revenue

Financial Services • Lisle, Illinois, United States • 21-50 Employees

The Legacy Wealth Group revenue & valuation

Annual revenue	$2,652,205
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$8,500,000
Total funding	No funding

Key Contact at The Legacy Wealth Group

Lindy Fischer

New Business Director

Company overview

Headquarters	901 Warrenville Rd., Suite 211, Lisle, IL 60532, US
Phone number	+16305415958
Websites	midwestlegacygroupllc.com midwestlegacyllc.com
NAICS	52
Keywords	Investments, Education Planning, Insurance, Estate Planning, Retirement Strategy, Financial Stretegy
Founded	2017
Employees	21-50
Socials

The Legacy Wealth Group Email Formats

The Legacy Wealth Group uses 1 email format. The most common is {first name}{last name} (e.g., johndoe@midwestlegacyllc.com), used 100% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@midwestlegacyllc.com	100%

About The Legacy Wealth Group

The Legacy Wealth Group LLC is a multicultural collective of financial professionals committed to providing the education, tools, and support necessary to make financial independence attainable. Our expertise is backed by years of experience working at some of the world’s most prestigious firms, but that’s where the similarities end. Unlike the overwhelming majority of wealth management groups, the team we’ve built truly reflects the diverse demographics we serve. We understand our clients’ deep-seated aspirations and apprehensions, speak the language they’re most comfortable with (12 languages and counting), and provide a depth of empathy and cross-cultural competency that traditional firms simply can’t match. It’s a uniquely personal and refreshingly client-centric approach to wealth management. You tell us the financial goals you’d like to achieve, and we provide a stress-tested, step-by-step roadmap to help you make them a reality. Our analysis and guidance are always objective — the benefit of being an independent firm, not beholden to one company and its one-size-fits-all products. We’ve aligned our incentives with our clients’ best interests so they can be certain they’re getting honest advice tailored to their unique situations. Our philosophy encourages dialogue and values education over selling. We strive to simplify complex ideas and take the fear out of financial management, empowering individuals to make smarter decisions and cultivate generational wealth.

Employees by Management Level

Total employees: 21-50

Seniority

Employees

Entry

Manager

Director

Employees by Department

The Legacy Wealth Group has 14 employees across 2 departments.

Departments

Number of employees

Funding Data

The Legacy Wealth Group has never raised funding before.

Frequently asked questions

The Legacy Wealth Group is located in Lisle, Illinois, US.

You can reach The Legacy Wealth Group at +16305415958.

The Legacy Wealth Group generates an estimated annual revenue of $2,652,205. This revenue figure reflects the company's market position and business performance in its industry.

The Legacy Wealth Group has an estimated valuation of $8,500,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

The Legacy Wealth Group was founded in 2017, making it 9 years old. The company has established itself as a significant player in its industry over this time.

The Legacy Wealth Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at The Legacy Wealth Group

Lindy Fischer

New Business Director

4.8

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