LEGACY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$629,031,199
Discretionary
$629,031,199
Non-discretionary
$0
Firm details
- CRD number
- 174767
- SEC file number
- 801-113480
- Main office
- BOISE, ID, United States
- Employees
- 39
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Performance-based Other
As of October 2026.