LEGACY WEALTH PARTNERS

1 known alias resolved via the canonical alias map

Market position · 2024

Plans served1Rank #9737 of mapped providers

Assets under administration$206M0.0%Market share · rank #6231

Fees received$7,411Median $7,411/planSum across Schedule C direct + indirect

Net wins YoY+11 won · 0 lostPlan-level switch detection

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