Legacy Wealth Management

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Last updated: January 21st, 2020. 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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 9
Percentage of Advisors Trusted 89%
Minimum Investment $500,000
Average Client Balance $1,214,271
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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