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Legacy Wealth Holdings LLCInvestment advisor in Lakewood, OH

Legacy Wealth Holdings LLC is an investment advisor at 13443 Detroit Ave, Lakewood, OH 44107, ranked #6 of 90 investment advisors in Lakewood and rated 4.0 from 4 Google reviews.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Lakewood, OHUpdated 0 paid placements in any rankingHow we rank

Key facts

Key facts about Legacy Wealth Holdings LLC
Address13443 Detroit Ave, Lakewood, OH 44107Get directions
Websitelegacywealthholdings.com
Google rating4.0 from 4 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Lakewood and 11 towns within 25 miles: Detroit-Shoreway, Rocky River, Brooklyn, Clark-Fulton, Cleveland, Fairview Park, Brook Park, Parma, Parma Heights, Bay Village and Westlake.

Based in Lakewood, OHView on map

Questions about Legacy Wealth Holdings LLC

How is Legacy Wealth Holdings LLC ranked in Lakewood?

Legacy Wealth Holdings LLC is ranked #6 of 90 investment advisors in Lakewood by RFA Score, with 65 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What areas does Legacy Wealth Holdings LLC serve?

Serves Lakewood and 11 towns within 25 miles: Detroit-Shoreway, Rocky River, Brooklyn, Clark-Fulton, Cleveland, Fairview Park, Brook Park, Parma, Parma Heights, Bay Village and Westlake. The list is based on the business's location and the usual service radius for investment advice. Confirm your address is covered when you call.

What do Google reviews say about Legacy Wealth Holdings LLC?

Legacy Wealth Holdings LLC has a rating of 4.0 from 4 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Legacy Wealth Holdings LLC?

The business is at 13443 Detroit Ave, Lakewood, OH 44107. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby investment advisors

Legacy Wealth Holdings LLC compared with nearby businesses
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Legacy Wealth Holdings LLC (this business)—654.0 (4)——
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