Legacy Wealth Management Inc.
- Regulatory AUM
- $314M
- Discretionary
- $314M
- Clients
- 732
- Avg AUM / client
- $429K
- Accounts
- 1,437
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 665 | $182M | 57.9% |
| High net worth individuals | 66 | $132M | 42.0% |
| Corporations and other businesses | 1 | $352K | 0.11% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jamshid Sharifi | President/Owner/Chief Compliance Officer | May 2014 (12y) | 75% or more | |
| Ronald Teri Bolte | Registered representative | Nov 2023 (3y) | ||
| Eian Lomash | Registered representative | Oct 2024 (2y) | ||
| Mason Coyle | Registered representative | Mar 2026 (0y) | ||
| Zara Sharifi | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $314M (100% of AUM) Jul 2026
- SEI Private Trust $33.2K (0% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗