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LEGACY WEALTH MANAGEMENT, LLC
CRD 304659 · SEC 801-117015
300 CONCOURSE BLVD, SUITE 102, RIDGELAND, MS, 39157, United States
Phone
601-499-1970
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$455.1M
Discretionary AUM
$395.4M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $7.6M |
| High net worth individuals | 40 | $436.2M |
States served
LA, MS, TX
All web addresses on file
Official SEC filing: View on IAPD