Wealth Manager
    SEC Registered
    Manages Private Funds

    Legacy Wealth Management, LLC

    Registered investment advisor · Boise, Idaho · CRD #174767

    Assets Under Management
    $629M
    Client Accounts
    3,269
    Employees
    39
    CRD Number
    174767
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Legacy Wealth Management, LLC

    Legacy Wealth Management, LLC is a fiduciary, fee-only firm founded in 1997, offering unbiased investment advice and financial planning services with a focus on integrity and transparency. The firm is headquartered in Fort Lauderdale, FL, and serves clients nationwide.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    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 $629M 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 Boise, Idaho.

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

    Legacy Wealth Management, LLC's CRD number is 174767. 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 3,269 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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