Wealth Manager
    SEC Registered
    Manages Private Funds

    Legacy Wealth Management, LLC

    Registered investment advisor · Memphis, Tennessee · CRD #108619

    Assets Under Management
    $2.7B
    Client Accounts
    4,667
    Employees
    22
    CRD Number
    108619
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Legacy Wealth Management, LLC

    Legacy Wealth Management is a boutique firm offering sophisticated investment management and financial planning, with a focus on integrity and transparency. Founded in 1997, it has over 175 years of combined experience and serves clients nationwide. The firm emphasizes personalized planning and family governance strategies.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Legacy Wealth Management, LLC

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    Frequently Asked Questions

    What is Legacy Wealth Management, LLC's AUM?

    Legacy Wealth Management, LLC reports approximately $2.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Legacy Wealth Management, LLC headquartered?

    Legacy Wealth Management, LLC is headquartered in Memphis, Tennessee.

    What is Legacy Wealth Management, LLC's CRD number?

    Legacy Wealth Management, LLC's CRD number is 108619. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Legacy Wealth Management, LLC manage?

    Legacy Wealth Management, LLC manages approximately 4,667 client accounts according to its latest SEC filing.

    Is Legacy Wealth Management, LLC SEC registered?

    Yes, Legacy Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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