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LEGEND WEALTH MANAGEMENT, LLC

EIN 84-4013818-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$3.1M assets
Welfare
0
Participants
21
61 JOHN MUIR DRIVE, SUITE 100 - AMHERST, NY 14228716-837-3335
Plans on this EIN
1 filing
#001401k-$3.1M - 21 part

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Retirement#001

LEGEND WEALTH MANAGEMENT LLC 401(K) PLAN

401k

Assets$3.1M
Participants21
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEGEND WEALTH MANAGEMENT LLC 401(K) PLAN401k$3.1M212025
Retirement plans
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