Legacy Wealth Management Group, Inc.
- Regulatory AUM
- $290M
- Discretionary
- $290M
- Clients
- 991
- Avg AUM / client
- $292K
- Accounts
- 1,744
- Employees
- 19
AUM over time
Annual snapshots from Form ADV filings · as of Mar 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 784 | $75.6M | 26.1% |
| High net worth individuals | 179 | $211M | 72.9% |
| Charitable organizations | 13 | $2.9M | 0.99% |
| Corporations and other businesses | 15 | $70.0K | 0.02% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bosch, Brandon, James | Partner | Jul 2022 (4y) | 10% – 25% | |
| Joshua David Stamm | Partner | Jul 2022 (4y) | 25% – 50% | |
| Ronald Jacob Dawson | Ceo / Cco | Jul 2022 (4y) | 25% – 50% | |
| Mark Clement Boccarossa | Registered representative | Aug 2022 (4y) | ||
| Branden Curtiss Bosch | Registered representative | Aug 2022 (4y) | ||
| Jacob Charles Zody | Registered representative | May 2023 (3y) | ||
| Logan T Stamm | Registered representative | Nov 2024 (2y) | ||
| Jeffery J Bruffy | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 40% 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) | 03/22/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
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
- LPL Financial $290M (100% of AUM) Mar 2026
- Sei Investments Distribution Co. $203M (70% of AUM) Mar 2026
- Sei Investments Company $149M (100% of AUM) Dec 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: Mar 22, 2026.
View current Form ADV (SEC/IAPD) ↗