Williamson Legacy Group, Llc
- Regulatory AUM
- $183M
- Discretionary
- $183M
- Clients
- 348
- Avg AUM / client
- $526K
- Accounts
- 835
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 291 | $73.4M | 40.1% |
| High net worth individuals | 52 | $107M | 58.3% |
| Pension and profit sharing plans | 3 | $158K | 0.09% |
| Charitable organizations | 2 | $2.8M | 1.52% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Joseph Richard Williamson | Managing Director And Ceo | Aug 2021 (5y) | 75% or more | |
| Warning, Andrew, S | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| Benjamin Charles Hecht | Registered representative | Mar 2022 (4y) | ||
| Donald Matthew Phelan | Registered representative | Mar 2022 (4y) | ||
| Jeanette Leann Mccormick | Registered representative | Mar 2022 (4y) | ||
| Owen Patrick Williamson | Registered representative | Mar 2022 (4y) |
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) | 03/11/2026 | 966 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- First Clearing, Llc $183M (100% of AUM) Mar 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: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗