Legacy Wealth Management Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$313,512,606
Clients
731
Advisors
5
of 11 employees
About
Legacy Wealth Management serves individuals, high‑net‑worth individuals, and businesses through a five‑advisor team that manages roughly $314 million across more than 700 client relationships. The firm provides discretionary and non‑discretionary asset management, unified managed account and SEI program access (both restricted to non‑North Carolina residents), financial planning, and public educational seminars offered at no charge.
Investment strategies are documented in client Investment Policy Statements and tailored to each client’s goals and risk tolerance, using fundamental, technical, and cyclical analysis to guide asset allocation and security selection. The firm conducts ongoing portfolio monitoring with quarterly reviews and may implement model portfolios, overlay managers, or third‑party strategists as part of its UMA and SEI program offerings.
Noteworthy features include the firm’s routine, no‑fee public seminars—an offering that is relatively uncommon among peer teams—and program availability that is limited by residency, which can affect how certain platforms are used. The firm discloses that its president spends a portion of time in an affiliated insurance practice (a potential conflict mitigated by disclosures and fiduciary policies), and it does not impose an account minimum for new clients.
Client services
Expertise
Fee options
Financial planning fees range from $2,500 to $7,500 per engagement or 0.5% of liquid net worth if assets not managed.
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.90% annually $3,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.70% annually
Insurance products sold by the firm's president as an insurance agent (approx. 25% of time), commissions received.
Fee-only: Flat fees for financial planning from $2,500 to $7,500 per engagement for clients with assets managed; or 0.5% of liquid net worth if assets are not managed.
Main office
10432 Balls Ford Rd, Suite 120
Manassas VA 20109
Advisors at this office
5
Most active in
Arizona · Florida · Louisiana · Maryland · New Hampshire · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Mason C
Series 66
Manassas, VA
Legacy Wealth Management Inc.
Mason Coyle is a financial advisor at Legacy Wealth Management Inc. with two years of industry experience and holds a Series 66 designation. His prior experience includes roles at Guardian Life and Morgan Stanley’s 10 Goal Wealth Management. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm delivers discretionary and non-discretionary asset management, financial planning, and public educational seminars, employing tailored investment strategies documented in client Investment Policy Statements.
Eian L
Series 63, Series 65
Manassas, VA
Legacy Wealth Management Inc.
Eian Lomash is a financial advisor at Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 65 licenses with four years of industry experience. His prior roles include positions at Bank of America, Merrill, and Mass Mutual, among others. Lomash is also involved with Legacy Associates Inc., an affiliated insurance agency. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed accounts, financial planning, and no-charge public educational seminars, with investment strategies tailored to client goals and risk tolerance.
Zara S
Series 65
Manassas, VA
Legacy Wealth Management Inc.
Zara Sharifi is a financial advisor at Legacy Wealth Management Inc. with a Series 65 designation and one year of industry experience. Her prior work includes roles at Bozzuto and Greystar, as well as time as a full-time student. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across over 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed account and SEI program access, financial planning, and no-cost public educational seminars, using a combination of fundamental, technical, and cyclical analysis tailored to client goals and risk tolerance.
Jamshid S
Series 65
Manassas, VA
Legacy Wealth Management Inc.
Jamshid Sharifi is a Series 65-credentialed advisor with over 11 years of industry experience, currently serving at Legacy Wealth Management Inc. in Manassas, VA. He is also president and owner of Legacy Associates Inc., an insurance business. Sharifi holds a silent partnership in a retail business based in Wilkes Barre, PA. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, financial planning, and no-fee public educational seminars, using tailored investment strategies documented in client Investment Policy Statements.
Ronald B
Series 63, Series 66
Manassas, VA
Legacy Wealth Management Inc.
Ronald Bolte is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 66 licenses and 23 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Carradice Wealth Advisors, Hightower Securities, Financial Engines Advisors, EF Legacy Securities, and Edelman Financial Services. Legacy Wealth Management serves individuals, high-net-worth clients, and businesses through a five-advisor team managing approximately $314 million across more than 700 client relationships. The firm offers discretionary and non-discretionary asset management, unified managed account and SEI program access, financial planning, and no-cost public educational seminars, using documented investment strategies tailored to client goals and risk tolerance.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)