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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LEGACY WEALTH MANAGEMENT GROUP, INC.

CRD 322235

LYNCHBURG, 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:3c29d9f0-6584-b520-25d0-960dc087ff32

Data as of Mar 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: Jun 15, 2022 to Mar 22, 2026
12 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=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $290MItem 5.F on the latest filing (2026-03-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $290M
Private client RAUM: $287MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $41.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,744
Individual clients: 784
High net worth clients: 179
Custody, client assets: $208M
SEC number: 801-126092
CRD: 322235
Filings on the tape: 12
First filed: Jun 15, 2022
Latest filed: Mar 22, 2026
Organised: Corporation, VA
Website: lynchburglegacy.com

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
Mark Clement Boccarossa	n/a	LYNCHBURG, VA	4	14	1	no
Branden Curtiss Bosch	n/a	LYNCHBURG, VA	4	12	3	no
JOSHUA DAVID STAMM	n/a	LYNCHBURG, VA	4	24	3	no
Ronald Jacob Dawson	n/a	LYNCHBURG, VA	4	18	3	no
JACOB CHARLES ZODY	n/a	LYNCHBURG, VA	3	11	n/a	no
Logan T Stamm	n/a	LYNCHBURG, VA	1	10	n/a	no
Jeffery J Bruffy	n/a	LYNCHBURG, VA	0	11	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
Bosch, Brandon, James	Partner	B	yes	07/2022	Jun 15, 2022	Oct 23, 2024
Dawson, Ronald, Jacob	CEO / CCO	C	yes	07/2022	Jun 15, 2022	Oct 23, 2024
STAMM, JOSHUA, DAVID	Partner	C	yes	07/2022	Jun 15, 2022	Oct 23, 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
OLD DOMINIION INSURANCE PARTNERS	n/a	n/a	n/a	N	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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 22, 2026	$290M	$290M	19	6	n/a	n/a
2024	Mar 31, 2025	$233M	$233M	17	6	n/a	n/a
2023	Mar 7, 2024	$208M	$208M	12	5	n/a	n/a
2022	Feb 22, 2023	$154M	$154M	6	4	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
0	0	0	0.0%	0	0	0	0	0

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	$290M	$233M	24.2%	$154M	23.4%	19	17	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SIMPLYRIA ADVISOR NETWORK	4	Aug 9, 2022	Aug 16, 2022	BRIGHTON, MI	Firm absorbed	RIA to new firm	57.1%

Relationships

Registered with (7)

← Jeffery J BruffyAdvisorregistration: current employment
Mar 23, 2026 to presentfactForm ADV
← Logan T StammAdvisorregistration: current employment
Nov 6, 2024 to presentfactForm ADV
← JACOB CHARLES ZODYAdvisorregistration: current employment
May 22, 2023 to presentfactForm ADV
← JOSHUA DAVID STAMMAdvisorregistration: current employment
Aug 16, 2022 to presentfactForm ADV
← Ronald Jacob DawsonAdvisorregistration: current employment
Aug 16, 2022 to presentfactForm ADV
← Branden Curtiss BoschAdvisorregistration: current employment
Aug 9, 2022 to presentfactForm ADV
← Mark Clement BoccarossaAdvisorregistration: current employment
Aug 8, 2022 to presentfactForm ADV

Controls (3)

← STAMM, JOSHUA, DAVIDOwnerPARTNER, ownership code C, individual
Jun 15, 2022 to Oct 23, 2024factForm ADV
← Dawson, Ronald, JacobOwnerCEO / CCO, ownership code C, individual
Jun 15, 2022 to Oct 23, 2024factForm ADV
← Bosch, Brandon, JamesOwnerPARTNER, ownership code B, individual
Jun 15, 2022 to Oct 23, 2024factForm ADV

Moved with (1)

← SIMPLYRIA ADVISOR NETWORKRegistered adviser4 advisors, firm absorbed
Aug 9, 2022 to Aug 16, 2022factForm ADV

Dated events

Occurred
Aug 9, 2022
Firm absorbed
Simplyria Advisor Network's advisors moved to Legacy Wealth Management Group, Inc. (Brighton, MI): 4 of 7 registered, within 7 days
Form ADVobserved 4 days ago
4 advisors
Occurred
Jun 15, 2022
First Form ADV filing
Legacy Wealth Management Group, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c29d9f0-6584-b520-25d0-960dc087ff32
First observed: Jun 15, 2022
Last observed: Mar 22, 2026 6 months 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 GROUP, INC.

CRD 322235

LYNCHBURG, 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:3c29d9f0-6584-b520-25d0-960dc087ff32

Data as of Mar 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:33 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Mark Clement Boccarossa

n/a

LYNCHBURG, VA

Branden Curtiss Bosch

n/a

LYNCHBURG, VA

JOSHUA DAVID STAMM

n/a

LYNCHBURG, VA

Ronald Jacob Dawson

n/a

LYNCHBURG, VA

JACOB CHARLES ZODY

n/a

LYNCHBURG, VA

n/a

Logan T Stamm

n/a

LYNCHBURG, VA

n/a

Jeffery J Bruffy

n/a

LYNCHBURG, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Bosch, Brandon, James

Partner

yes

07/2022

Jun 15, 2022

Oct 23, 2024

Dawson, Ronald, Jacob

CEO / CCO

yes

07/2022

Jun 15, 2022

Oct 23, 2024

STAMM, JOSHUA, DAVID

Partner

yes

07/2022

Jun 15, 2022

Oct 23, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

OLD DOMINIION INSURANCE PARTNERS

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 22, 2026

$290M

n/a

2024

Mar 31, 2025

$233M

n/a

2023

Mar 7, 2024

$208M

n/a

2022

Feb 22, 2023

$154M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$290M

$233M

24.2%

$154M

23.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SIMPLYRIA ADVISOR NETWORK

Aug 9, 2022

Aug 16, 2022

BRIGHTON, MI

Firm absorbed

RIA to new firm

57.1%