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Legacy Wealth Planning Logo
Legacy Wealth Planning Growth Score
82
CB Rank
1504189
Heat Score
34
Legacy Wealth Planning is a financial and investment advisor.
Founded
obfuscation
Private Reno, Nevada, United States1-10 lwpreno.com
Consulting
Education
Financial Services
Impact Investing
Wealth Management
Overview

Legacy Wealth Planning
Growth Score
82
Heat Score
34

Growth Score82
-2 pts
in past quarter
Heat Score 34
-13 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Events
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Legacy Wealth Planning

CB Rank
1504189
Legacy Wealth Planning is a financial and investment advisor.
Founded
obfuscation
Private Reno, Nevada, United States1-10 lwpreno.com
Consulting
Education
Financial Services
Impact Investing
Wealth Management

Details

Legal Name Legacy Wealth Planning, LLC .
Operating Status Active
Company Type For Profit
About the Company
Legacy Wealth Planning offers services to present its clients with complete financial guidance and wealth management services focused on managing and preserving their wealth for themselves and their families. They offer services including retirement planning, asset management, and education planning.
Phone Number +1 775 850 2500
Contact Email wendy.hammond@lwpreno.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Retirement Planning
A service to help clients plan and prepare financially for retirement, ensuring they have adequate resources for their future.
Asset Management
A service focused on managing and preserving clients' wealth through investment strategies and portfolio management.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Contacts 19
News
Technology
View Tech Report

Monthly Web Visits

59
-81.09%
 in past month

IT Spend

$81KThis year, Legacy Wealth Planning is projected to spend $81K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Cryptocurrency Recruitment Logo
Cryptocurrency Recruitment
86
NBC News Logo
NBC News
85
Alienware Logo
Alienware
84

Active Website Tech Count

3Legacy Wealth Planning is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, Euro, and  CommonCrawl Top 10m.
Sub-Organizations
Frequently Asked Questions

Where is Legacy Wealth Planning's headquarters? Legacy Wealth Planning is located in Reno, Nevada, United States.Who are Legacy Wealth Planning's competitors? Alternatives and possible competitors to Legacy Wealth Planning may include Betterment, Charles Schwab, and  T. Rowe Price.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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