Legacy Edge Advisors, Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $1.2B
- Clients
- 532
- Avg AUM / client
- $2.3M
- Accounts
- 532
- Employees
- 18
AUM over time
Annual snapshots from Form ADV filings · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 88 | $43.7M | 3.56% |
| High net worth individuals | 442 | $1.2B | 96.4% |
| Corporations and other businesses | 2 | $536K | 0.04% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Greenberg Traurig 401(k) Plan Greenberg Traurig, Pa | 2024 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Sean Kass | Managing Partner, Sr. Portfolio Manager | CFP CFA | Aug 2023 (3y) | 25% – 50% |
| Robert Francis Rom | Managing Partner, Senior Wealth Advisor | CFP | Aug 2023 (3y) | 25% – 50% |
| Scott Jason Israel | Managing Partner, Senior Wealth Advisor | Aug 2023 (3y) | 25% – 50% | |
| Timothy Olin Urie | Managing Partner And Chief Compliance Officer | CFP | Aug 2023 (3y) | 25% – 50% |
| Barry Howard Gladstein | Registered representative | Nov 2023 (3y) | ||
| Hui Yao Kelly Lin | Registered representative | Nov 2023 (3y) | ||
| Kevin Marshall Brooks | Registered representative | Nov 2023 (3y) | ||
| Nicola Saverio Patullo | Registered representative | CFP | Nov 2023 (3y) | |
| Robert Paul Marronaro | Registered representative | CFP | Nov 2023 (3y) | |
| Theresa Ann Bilello | Registered representative | Nov 2023 (3y) | ||
| Kenneth David Denicolo | Registered representative | Jul 2024 (2y) | ||
| Timothy John Sommer | Registered representative | Jan 2025 (2y) | ||
| Carlos Alberto Prince | Registered representative | May 2025 (1y) | ||
| Charles Henry Whitman | Registered representative | May 2025 (1y) | ||
| Karen Randy Filler | Registered representative | Jun 2025 (1y) | ||
| Charles Russell Hawes | Registered representative | CFP | Jan 2026 (1y) | |
| Lutelles Lindley White | Registered representative | Jun 2026 (0y) | ||
| Collin Roy Church Glover | Registered representative | Jun 2026 (0y) | ||
| Jarrod John Sleppy | Registered representative | Jun 2026 (0y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Greenberg Traurig 401(k) Plan | Greenberg Traurig, Pa | 3,961 | $1.6B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/16/2026 | 952 KB | 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $855M (70% of AUM) Apr 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: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗