# Lasting Legacy Wealth Management

Lasting Legacy Wealth Management is a Bank / Wealth / Trust based in ALEXANDRIA, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** ALEXANDRIA, United States
- **Region:** North America
- **Founded:** 2023
- **Assets under management:** Undisclosed
- **Website:** llwealthm.com
- **LinkedIn:** https://www.linkedin.com/company/lasting-legacy

## Regulatory record

- **CRD number:** 328107
- **Registration status:** State-Registered Investment Adviser (CA, FL, IN, LA, MD, NJ, PA, VA) — not registered with the SEC; per IAPD as of 2026-10-22
- **Latest Form ADV filing:** 2026-03-09T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Lasting Legacy Wealth Management was established in 2023, entering a wealth-management landscape defined by post-pandemic market recalibration. The firm organizes itself around core advisory services—financial planning, portfolio management, and retirement planning—delivered to individual clients. Its launch year coincides with a period when the US Federal Reserve maintained its benchmark rate above 5%, reshaping the fixed-income opportunity set for personal portfolios. The practice has not publicly detailed its asset-class mix, but standard individual-wealth advisory services of this type typically engage allocations across domestic equities, taxable and municipal fixed income, exchange-traded funds, and annuity-adjacent retirement vehicles. Portfolio construction for individual clients commonly blends passive indexing with active manager selection, with an emphasis on tax efficiency and long-duration retirement accumulation. No named portfolio positions or discrete deployment figures are available in the public record. The firm's website domain, registered under llwealthm.com, serves as its primary client-facing presence. As of mid-2026, the firm has not disclosed a headcount, regional office footprint, or adjacent vehicles such as a philanthropic arm or operating-company structure. For a wealth-management practice founded in 2023, the structural differentiator is temporal: it was born into a materially different rate and regulatory environment than the wave of RIAs launched during the zero-rate decade. Whether the firm builds a succession-oriented partnership model or operates as a sole-practitioner structure will define its long-term institutional relevance, but that architecture remains opaque in the current public record.

## Questions

### What services does Lasting Legacy Wealth Management offer?

The firm provides financial planning, portfolio management, and retirement planning services to individuals, according to its own description of services. The specific investment strategies and asset-allocation models have not been detailed in publicly available materials as of this record.

### Where is the underlying client wealth concentrated?

The wealth origin of the firm's client base has not been publicly disclosed. Individual-client practices at this scale often serve a mix of accumulated corporate savings, small-business liquidity events, and intergenerational transfers, but no specific concentration is verifiable.

### How does the firm source its clients?

No client-acquisition model has been published. Independent wealth-management practices frequently rely on referrals, professional networks, and community presence, but Lasting Legacy Wealth Management has not confirmed any specific sourcing strategy in its public materials.

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- [Lasphere](https://altss.com/profile/lasphere)
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Updated: 2026-10-23T04:40:53.034Z

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