Legacy Wealth Management

Trust Score 98%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


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 1,009 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
Average Client Balance $1,214,271
Hybrid Advisor No
Disciplinary History No
Total AUM $1.2 billion
Advisor / Client Ratio 1:57
Headquarters Memphis, TN
SEC Filings Forms and Brochures    (CRD # 108619)
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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