LEGACY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$458,603,206
Discretionary
$394,079,662
Non-discretionary
$64,523,544
Firm details
- CRD number
- 304659
- SEC file number
- 801-117015
- Main office
- RIDGELAND, MS, United States
- Employees
- 4
- SEC status
- Approved
- Website
- HTTPS://MYLEGACY.MS
- Fee structure
-
Percentage of AUM
As of October 2026.