LEGACY WEALTH PLANNING, LLC

HTTP://WWW.LWPRENO.COM RENO, NV Investment Advisor How do I update this listing?

Legacy Wealth Planning is based out of Reno. Legacy Wealth Planning is a large advisory firm with 823 clients and discretionary assets under management (AUM) of $300,976,918 (Form ADV from 2020-03-27). Their last reported 13F filing for Q1 2020 included $62,462,000 in managed 13F securities and a top 10 holdings concentration of 56.38%. Legacy Wealth Planning's largest holding is iShares Edge MSCI Min Vol USA ETF-iShares Edge MSCI Min Vol USA ETF with shares held of 190,384. Whalewisdom has at least 3 13F filings

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03/31/2020

13F Sector Allocation Over Time

03/31/2020

13F Activity

  • Market Value $62.462 Million
  • Prior Market Value $88.303 Million
  • New Purchases8 stocks
  • Additional Purchases27 stocks
  • Sold out of15 stocks
  • Reduced holdings in28 stocks
  • Top 10 Holdings % 56.38 %
  • Turnover % [1]:31.94%
  • Turnover Alt % [2]: 45.96 %
  • Time Held Top20:0.70 quarters
  • Time Held Top10:0.50 quarters
  • Time Held All:0.89 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: -16.07%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

LEGACY WEALTH PLANNING, LLC
10599 DOUBLE R BLVD
RENO NV    89521
Country: United States

Business Phone: 775-850-2500
Fax: 775-850-2505
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NV
Number of employees: 10
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 823
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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LEGACY WEALTH PLANNING, LLC

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

LEGACY WEALTH PLANNING, LLC

ownership team - last updated 2019-03-27
Name Title Start Date Direct/Indirect % Ownership
MAHONEY, PHILLIP, STEPHEN MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER 03/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LEGACY WEALTH PLANNING, LLC MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER direct 2006-03-01
LEVY, MARK MANAGING PARTNER 03/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LEGACY WEALTH PLANNING, LLC MANAGING PARTNER direct 2006-03-01
MCCLELLAN, MARTIN, MAJOR MANAGING PARTNER 03/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LEGACY WEALTH PLANNING, LLC MANAGING PARTNER direct 2006-03-01
VARGAS, CHRISTOPHER, ERIC MANAGING PARTNER 03/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LEGACY WEALTH PLANNING, LLC MANAGING PARTNER direct 2006-03-01

LEGACY WEALTH PLANNING, LLC

ownership team - last updated 2017-09-06
Name Title Start Date Direct/Indirect % Ownership
VARGAS, CHRISTOPHER, ERIC MANAGING PARTNER 03/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LEGACY WEALTH PLANNING, LLC MANAGING PARTNER direct 2006-03-01
MCCLELLAN, MARTIN, MAJOR MANAGING PARTNER 03/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LEGACY WEALTH PLANNING, LLC MANAGING PARTNER direct 2006-03-01
LEVY, MARK MANAGING PARTNER 03/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LEGACY WEALTH PLANNING, LLC MANAGING PARTNER direct 2006-03-01
MAHONEY, PHILLIP, STEPHEN MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER 03/01/2006 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
LEGACY WEALTH PLANNING, LLC MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER direct 2006-03-01

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