LEGACY WEALTH MANAGEMENT, LLC

CRD 174767 · SEC 801-113480

Visit website

13965 W. CHINDEN BLVD., SUITE 100, BOISE, ID, 83713, United States

Phone

208-955-0500

Fax

208-955-4305

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$629.0M

Discretionary AUM

$629.0M

Team

39 total employees; 39 advisory reps

Clients

26-50

Fees

Percentage of AUM; Fixed fees; Performance-based fees; ALTERNATIVE DUE DILIGENCE FEE

Org form

Limited Liability Company

Filing date

2026-05-13

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisersADVISORY CONSULTING

Client types

Type	Clients	AUM
Individuals	3135	$237.9M
High net worth individuals	134	$372.4M
Pension/profit sharing plans	147	$18.7M

States served

AL, AK, AZ, CA, CO, GA, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.facebook.com/LegacyWealthManagementLLC/
https://www.instagram.com/legacywealthmanagement/
https://www.linkedin.com/company/legacy-wealth-management-group/about/
https://thelwg.com/
http://www.www.legacywealthmg.com

Official SEC filing: View on IAPD