Legacy Wealth Management Review

Trust Score 98%
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Legacy Wealth Management, federally registered in 1982, is a Registered Investment Advisor (RIA) in 22 state(s) with a licensed staff of 18 advisors. Legacy Wealth Management manages $1.2 billion and provides investment advisory services for 1,019 clients (1:57 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Avg Account Balance $1,202,355
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:57
Headquarters Memphis, TN
SEC Filings Forms and Brochures
State(s) Registered AL, AZ, AR, CA, CO, FL, GA, IL, LA, MD, MS, MO, NE, NH, NJ, NY, NC, OH, SC, TN, TX, VA

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