Legacy Cornerstone Wealth Llc
- Regulatory AUM
- $22.4M
- Discretionary
- $22.4M
- Clients
- 181
- Avg AUM / client
- $124K
- Accounts
- 560
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 181 | $22.4M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffery Paul Lewis | Managing Member | CFP | Aug 2015 (11y) | ≈ 56.25% – 100% via Epic Professional Management, Llc |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Oct 2024 (2y) | Less than 5% | |
| Matthew J Baker | Registered representative | Chartered Financial Consultant | May 2018 (8y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Epic Professional Management, Llc | Owner | Oct 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeffery Paul Lewis: 75% – 100% of Epic Professional Management, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 07/10/2026 | 1.24 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • PLATFORM FEE AND MONTHLY TECHNOLOGY FEEH
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Nationwide Financial $31.9M (12% of AUM) Mar 2024
- Charles Schwab & Co. $13.7M (61% of AUM) Jul 2026
- Capital Group $10.0M (4% of AUM) Feb 2026
- American Funds & Trusts Incorporated $8.3M (37% of AUM) Jul 2026
- American Funds/Cb&T $5.9M (3% of AUM) Oct 2022
- Ascensus, Inc. $2.4M (1% of AUM) Oct 2022
- SEI Private Trust $2.3M (1% of AUM) Feb 2026
- John Hancock Funds, Llc $1.7M (1% of AUM) Oct 2022
- Nationwide Advisory Solutions $789K (0% of AUM) Oct 2022
- Nationwide Securities, Llc $721K (0% of AUM) Feb 2026
- Adp, Llc $457K (0% of AUM) Oct 2022
- Tradier Brokerage, Inc. $154K (0% of AUM) Oct 2022
- Cls $53.8K (0% of AUM) Oct 2022
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 10, 2026.
View current Form ADV (SEC/IAPD) ↗