# Legacy Wealth Management Group

> Client portal for portfolio performance data and financial account management. (iPhone/iPad app by Legacy Wealth Management Group, Inc.)

- Source: https://appshunter.io/ios/app/legacy-wealth-management-group/id1661259161 (this page in markdown: same URL + `.md`)
- Developer: [Legacy Wealth Management Group, Inc](https://appshunter.io/developer/1661259163)
- Category: Finance
- Price: Free
- Rating: 3.70/5 from 3 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: American English
- Released: 2023-01-13
- Data updated: 2026-08-02
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/legacy-wealth-management-group/id1661259161/reviews.md

## What is Legacy Wealth Management Group?

The Legacy Wealth Management Group phone application enables our clients to access in depth portfolio performance data in a simple, elegant interface. View all your financial accounts in one place, staying informed on daily and historical performance. We were founded for one simple reason; so that our team members can help families with their financial needs and to make genuine client service the core of every relationship. This application is a part of that mission, with more and more organizations trying to minimize the service they deliver to their customers, we have decided that we want to continue the traditional service model where there is frequent client interaction and a desire to truly understand our client’s life. Our app provides one more way for our clients to be involved with the management of their accounts. At Legacy we believe that it’s not just a plan for your money, it’s plan for your life. Our application is available to all Legacy Wealth Management Group clients, if you are an existing client and would like to like to request access to the application please contact the Legacy Team, please contact us through lyncburglegacy.com or talk to your Legacy financial advisor.

## Key features

- Portfolio performance data
- Financial account aggregation
- Daily and historical performance tracking
- Simple, elegant interface
- Client account management involvement


## Frequently asked questions about Legacy Wealth Management Group

### How secure is Legacy Wealth Management Group?

While specific security features are not detailed in the description, the app is designed for existing clients to access sensitive financial data. It is available on iPhone and iPad, suggesting a focus on secure mobile access for its user base.

### What financial institutions does Legacy Wealth Management Group support?

The application focuses on providing access to portfolio performance data for clients of Legacy Wealth Management Group. It aggregates financial accounts managed by the group, rather than connecting to external institutions.

### What types of transactions can I view in Legacy Wealth Management Group?

The app enables clients to view in-depth portfolio performance data, including daily and historical performance. Specific transaction types beyond performance metrics are not detailed in the provided information.

### How often is Legacy Wealth Management Group updated?

The latest version is 1.94, and the app was last updated on March 7, 2026. This indicates a recent and active development cycle for the application.

### What devices is Legacy Wealth Management Group available on?

Legacy Wealth Management Group is available on iPhone, iPad, and iPod. It is designed for Apple mobile devices.

### What is the age rating for Legacy Wealth Management Group?

The app has an age rating of 4+. This suggests it is suitable for a broad audience, with no mature content.

### How do I request access to Legacy Wealth Management Group?

Access to the application is available to all Legacy Wealth Management Group clients. Existing clients can request access by contacting the Legacy Team through lyncburglegacy.com or speaking with their financial advisor.

### What do users like about Legacy Wealth Management Group?

Based on the limited ratings, the app has received a perfect 5.0 stars from 2 ratings. Users likely appreciate the simple, elegant interface and the ability to access detailed portfolio performance data.

## Version history (last 5 releases)

### 1.97 — 2026-08-01

• Performance Improvements
• Bug Fixes

### 1.96 — 2026-06-25

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2026-01-06

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

## Apps similar to Legacy Wealth Management Group

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [SEI Connect - Investor](https://appshunter.io/ios/app/sei-connect-investor/id1668221443) | 4.1 (30) | Free | Finance |
| [Orion Wealth Management Portal](https://appshunter.io/ios/app/orion-wealth-management-portal/id1536754515) | 3.8 (25) | Free | Finance |
| [Bank of the James](https://appshunter.io/ios/app/bank-of-the-james/id966664278) | 4.8 (1,186) | Free | Finance |
| [The Legacy Wealth App](https://appshunter.io/ios/app/the-legacy-wealth-app/id1500432433) | 4.8 (10) | Free | Finance |
| [Central Virginia FCU cuMobile](https://appshunter.io/ios/app/central-virginia-fcu-cumobile/id6503160642) | 4.6 (321) | Free | Finance |
| [Beacon Mobile Banking](https://appshunter.io/ios/app/beacon-mobile-banking/id1141397468) | 3.4 (25) | Free | Finance |

---

*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-08-02.*