Family Office
Legacy Wealth Planning (LWP)
Legacy Wealth Planning is a US investment adviser founded in March 2006 with headquarters in Reno, Nevada.
Decision-makers
Chris Vargas
Managing Partner & Co-Founder
Mark Levy
Managing Partner & Co-Founder
Martin McClellan
Managing Partner & Co-Founder
Phil Mahoney
Managing Partner & Co-Founder
Members only
Unlock contacts, warm paths & full holdings
See who to reach, how you're connected, the check sizes, and the full mandate — across Legacy Wealth Planning (LWP) and 500k+ investors and LPs.