Legacy Wealth Holdings


Legacy Wealth Holdings is a leading real estate investment company located in Cleveland, OH.

Our History

Legacy Wealth Holdings was launched in 2009 as a socially conscious real estate investment company. Founder Tim Bratz was drawn to real estate because he saw the long term benefits of a solid investment.

Tim began his career in the competitive New York City real estate market working as a broker leasing ground floor retail units. Here, he saw the true potential of real estate to transform lives. Although Tim was limited in means, he spent his time reading, attending workshops, and networking with accomplished entrepreneurs learning that being resourceful was the ultimate path to becoming successful.

With this knowledge, Tim embarked on building his real estate company in Charleston, South Carolina, where he had relocated in search of a better quality of life. Arriving in 2008, after the real estate bubble burst, Tim quickly adapted and using a credit card, increased his limit and then wrote himself a balance transfer check to acquire the cheapest property he could find. Armed with his personal investment and plenty of sweat equity, Tim transformed a rundown duplex and turned a profit on his first deal. He then took those proceeds and reinvested them, while seeking private capital to expand his growing company. Today, Tim still uses this formula for success, which all starts with being resourceful and having the right mindset.

  • 2009

    Tim purchases first investment property.​
  • 2010

    Tim purchases his first rental property to build long-term passive income.
  • 2012

    Struggling and with no significant cash flow, Tim turns around the fledgling company.
  • 2013

    LWH hires their first employee and begins to grow.
  • 2015

    The company reaches a milestone by adding 100 units to their rental portfolio.
  • 2016

    Partners with Keller Williams to open a Property Management division.
  • 2018

    LWH focuses its efforts exclusively on building an apartment portfolio and grows to 1,500+ rental units and launches an apartment coaching program called Commercial Empire
  • 2019

    LWH grows its portfolio to 3,200+ rental units and launches the Legacy Wealth fund for accredited passive investors.
  • 2020

    LWH grows its portfolio to 4,200+ rental units and launches a high level mastermind called Legacy Family
  • 2021

    LWH grows its portfolio to 4,800+ rental units, including an epic mountain Lodge and an Island!
  • 2022

    LWH refines its portfolio by selling most of its smaller and C class properties & focusing on larger B+/A class properties
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Our Team

Our team brings a positive and resourceful attitude to every interaction we have with you. As experienced professionals, we are available to assist with your real estate needs from beginning to end.

Tim Bratz

Tim Bratz

Chief Executive Officer
Matt Carlin

Matt Carlin

Chief Operating Officer
Fadi Boumitri

Fadi Boumitri

Chief Investment Officer
Nick Burton

Nick Burton

Director of Acquisitions
Abbie Baglia

Abbie Baglia

Director of Property Management
Matt Suhay

Matt Suhay

Director of Project Management
Marty Zietlow

Marty Zietlow

Director of Asset Management