LEGACY WEALTH MANAGEMENT INC
Doing business as LEGACY WEALTH MANAGEMENT, LLC. SEC Form ADV profile.
Total regulatory AUM
$2,657,303,544
Discretionary
$2,516,337,155
Non-discretionary
$140,966,389
Firm details
- CRD number
- 108619
- SEC file number
- 801-18073
- Main office
- MEMPHIS, TN, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.