Legacy Wealth Planning Revenue, Growth & Competitor Profile

DBA LEGACY WEALTH PLANNING, LLC

Company Profile & Annual Report for Legacy Wealth Planning

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Legacy Wealth Planning Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	52312 Securities Brokerage
Address	10599 Double R Blvd Reno, NV 89521

Note: Revenues for privately held companies are statistical evaluations.


Legacy Wealth Planning's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Legacy Wealth Planning's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Legacy Wealth Planning is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Legacy Wealth Planning Annual Revenue and Growth Rate

Legacy Wealth Planning	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Legacy Wealth Planning's revenues are gauged from an analysis of company filings.

Legacy Wealth Planning's Income Statement (based on Industry Averages)

Legacy Wealth Planning P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Legacy Wealth Planning's Largest Competitors

A competitive analysis shows these companies are in the same general field as Legacy Wealth Planning, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Legacy Wealth Planning. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
NAVELLIER & ASSOCIATES	Reno, NV	100
LEGACY WEALTH PLANNING	Reno, NV	41
WASHOE WEALTH ADVISORS	Reno, NV	19
BOB MORALES & ASSOCIATES	Reno, NV	18
PARADIGM CAPITAL MANAGEMENT	Reno, NV	12
VEEZTO FINANCIAL	Reno, NV	12

Future Competition: Legacy Wealth Planning's Fastest Growing Competitors

These companies are in the same general field as Legacy Wealth Planning and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)