DFX Intelligence

Data Factory

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

LEGACY WEALTH CONCEPTS

BENEDICT WEALTH MANAGEMENT, LLC, CRD 117422

BATON ROUGE, LA

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:b504778e-a88c-3bd6-cf10-b8882b80fe50

Data as of Mar 28, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2025 to Mar 28, 2025
1 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: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $64.8MItem 5.F on the latest filing (2025-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $64.8MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 151
Individual clients: 151
High net worth clients: 0
CRD: 117422
Filings on the tape: 1
First filed: Mar 28, 2025
Latest filed: Mar 28, 2025
Organised: Limited Liability Company, LA
Website: legacywealthconcepts.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
CARL WILLARD BENEDICT	Certified Financial Planner	BATON ROUGE, LA	15	39	n/a	no
LYNELLA ANN DEVILLIER	n/a	BATON ROUGE, LA	14	37	3	no
ALAN HALL STEPHENSON	n/a	West Monroe, LA	5	26	n/a	yes

Relationships

Registered with (3)

← ALAN HALL STEPHENSONAdvisorregistration: current employment
Dec 15, 2020 to presentfactForm ADV
← LYNELLA ANN DEVILLIERAdvisorregistration: current employment
Sep 4, 2012 to presentfactForm ADV
← CARL WILLARD BENEDICTAdvisorregistration: current employment
May 2, 2011 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b504778e-a88c-3bd6-cf10-b8882b80fe50
First observed: Mar 28, 2025
Last observed: Mar 28, 2025 18 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 CONCEPTS

BENEDICT WEALTH MANAGEMENT, LLC, CRD 117422

BATON ROUGE, LA

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:b504778e-a88c-3bd6-cf10-b8882b80fe50

Data as of Mar 28, 2025 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:17 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CARL WILLARD BENEDICT

Certified Financial Planner

BATON ROUGE, LA

n/a

LYNELLA ANN DEVILLIER

n/a

BATON ROUGE, LA

ALAN HALL STEPHENSON

n/a

West Monroe, LA

n/a

yes