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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LEGACY WEALTH MANAGEMENT INC.

CRD 173453

MANASSAS, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b5c4bfe-2162-5a5f-055a-25be6effa9c4

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 6
On other graphs: 0
Observed: Mar 4, 2021 to Sep 10, 2026
25 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $314MItem 5.F on the latest filing (2026-09-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $314M
Private client RAUM: $314MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $62.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,437
Individual clients: 665
High net worth clients: 66
SEC number: 801-120709
CRD: 173453
Filings on the tape: 25
First filed: Mar 4, 2021
Latest filed: Sep 10, 2026
Organised: Corporation, VA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMSHID SHARIFI	n/a	Manassas, VA	11	21	n/a	no
Ronald Teri Bolte	n/a	MANASSAS, VA	2	24	4	no
Eian Lomash	n/a	MANASSAS, VA	1	12	3	no
MASON COYLE	n/a	MANASSAS, VA	0	12	1	no
Zara Sharifi	n/a	MANASSAS, VA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SHARIFI, JAMSHID	PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER	E	yes	05/2014	Mar 4, 2021	Nov 14, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CHRISTOPHER SMITH	n/a	n/a	n/a	N	yes	n/a
EIAN LOMASH	n/a	n/a	n/a	N	yes	n/a
JAMSHID SHARIFI	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 13, 2026	$251M	$251M	10	4	n/a	n/a
2024	Feb 3, 2025	$177M	$177M	6	4	n/a	n/a
2023	Feb 7, 2024	$142M	$142M	5	3	n/a	n/a
2022	Feb 10, 2023	$105M	$105M	3	2	n/a	n/a
2021	Feb 1, 2022	$136M	$136M	3	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	20.0%	0	0	0	4	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$314M	$177M	77.0%	$105M	44.2%	11	6	0	0

Relationships

Registered with (10)

← Zara SharifiAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← MASON COYLEAdvisorregistration: current employment
Mar 13, 2026 to presentfactForm ADV
← Eian LomashAdvisorregistration: current employment
Oct 10, 2024 to presentfactForm ADV
← Ronald Teri BolteAdvisorregistration: current employment
Nov 6, 2023 to presentfactForm ADV
← JAMSHID SHARIFIAdvisorregistration: current employment
Nov 4, 2014 to presentfactForm ADV
← Birds Kyle HortonAdvisorregistration: previous registration
Jun 11, 2025 to Oct 10, 2025factForm ADV
← Christopher Allen SmithAdvisorregistration: previous registration
Nov 20, 2024 to May 13, 2025factForm ADV
← OMAR HAZEM BARAKATAdvisorregistration: previous registration
Aug 24, 2023 to Apr 15, 2024factForm ADV
← Michael Stephen MuldoonAdvisorregistration: previous registration
Apr 11, 2023 to Aug 31, 2023factForm ADV
← Nolen Anthony HoweAdvisorregistration: previous registration
Dec 15, 2021 to Mar 2, 2023factForm ADV

Controls (1)

← SHARIFI, JAMSHIDOwnerPRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 4, 2021 to Nov 14, 2024factForm ADV

Dated events

Occurred
Oct 10, 2025
Advisor changed firm
Birds Kyle Horton left Legacy Wealth Management Inc. for Foundations Investment Advisors Llc (registered 2025-12-02)
Form ADVobserved 6 days ago
Occurred
May 13, 2025
Advisor changed firm
Christopher Allen Smith left Legacy Wealth Management Inc. for Origin Wealth Management Llc (registered 2025-07-24)
Form ADVobserved 6 days ago
Occurred
Apr 15, 2024
Advisor changed firm
Omar Hazem Barakat left Legacy Wealth Management Inc. for Investology Inc. (registered 2026-03-24)
Form ADVobserved 6 days ago
Occurred
Aug 31, 2023
Advisor changed firm
Michael Stephen Muldoon left Legacy Wealth Management Inc. for Schwab Wealth Advisory, Inc. (registered 2024-02-13)
Form ADVobserved 6 days ago
Occurred
Mar 2, 2023
Advisor changed firm
Nolen Anthony Howe left Legacy Wealth Management Inc. for Spire Wealth Management, Llc (registered 2023-03-08)
Form ADVobserved 6 days ago
Occurred
Mar 4, 2021
First Form ADV filing
Legacy Wealth Management Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b5c4bfe-2162-5a5f-055a-25be6effa9c4
First observed: Mar 4, 2021
Last observed: Sep 10, 2026 11 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LEGACY WEALTH MANAGEMENT INC.

CRD 173453

MANASSAS, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b5c4bfe-2162-5a5f-055a-25be6effa9c4

Data as of Sep 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMSHID SHARIFI

n/a

Manassas, VA

n/a

Ronald Teri Bolte

n/a

MANASSAS, VA

Eian Lomash

n/a

MANASSAS, VA

MASON COYLE

n/a

MANASSAS, VA

Zara Sharifi

n/a

MANASSAS, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SHARIFI, JAMSHID

PRESIDENT/OWNER/CHIEF COMPLIANCE OFFICER

yes

05/2014

Mar 4, 2021

Nov 14, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CHRISTOPHER SMITH

n/a

yes

n/a

EIAN LOMASH

n/a

yes

n/a

JAMSHID SHARIFI

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 13, 2026

$251M

n/a

2024

Feb 3, 2025

$177M

n/a

2023

Feb 7, 2024

$142M

n/a

2022

Feb 10, 2023

$105M

n/a

2021

Feb 1, 2022

$136M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

20.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$314M

$177M

77.0%

$105M

44.2%