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LEGACY WEALTH MANAGEMENT, LLC
LEGACY WEALTH MANAGEMENT INC
CRD 108619 · SEC 801-18073
1715 AARON BRENNER DR., SUITE 301, MEMPHIS, TN, 38120-1443, United States
Phone
901-758-9006
Fax
901-758-9007
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.66B
Discretionary AUM
$2.52B
Team
22 total employees; 16 advisory reps; 2 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 786 | $322.7M |
| High net worth individuals | 674 | $2.06B |
| Charitable organizations | 6 | $22.1M |
| Corporations/business entities | 9 | $237.6M |
States served
AL, AZ, AR, CA, CO, GA, IL, IN, LA, MD, MS, NE, NJ, NY, NC, OH, PA, SC, TN, VA, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD