Legacy Wealth Planning, LLC info
Legacy Wealth Planning, LLC (SEC CIK 1802490) first filed with the SEC on 2020-02-12 (Form 13F-HR) and has filed 14 times since, including 12 Form 13F-HR quarterly holdings reports. It is organized in NV and registered at 10599 DOUBLE R BLVD, RENO, NV, 89521.
- Name: Value Legacy Wealth Planning, LLC.
- SEC CIK: Value 1802490.
- State of organization: Value NV.
- Business address: Value 10599 DOUBLE R BLVD, RENO, NV, 89521.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Legacy Wealth Planning, LLC |
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| SEC CIK | 1802490 |
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| State of organization | NV |
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| Business address | 10599 DOUBLE R BLVD, RENO, NV, 89521 |
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| Mailing address | 10599 DOUBLE R BLVD, RENO, NV, 89521 |
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| Phone | 7757428742 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2020-02-12 (Form 13F-HR) |
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| Latest SEC filing | 2022-11-10 (Form 13F-HR) |
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| Filings on EDGAR | 14 |
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| First Form 13F-HR | 2020-02-12 (quarter ended 2019-12-31) |
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| Latest Form 13F-HR | 2022-11-10 (quarter ended 2022-09-30) |
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| Form 13F-HR filings | 12 |
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Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2022 | 4 | 4 |
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| 2021 | 5 | 4 |
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| 2020 | 5 | 4 |
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