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| Keyboard |
| Legacy Wealth Management Inc
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|---|---|
| CRD # | 108619 |
| SEC # | 801-18073 |
| CIK # | 0002045082, 0001488921 |
| AUM | 2,657.3 M (2026-03-13) |
| Employees | 22 (73% Investors, 0% Brokers) |
| Phone | 901-758-9006 |
| Address | 1715 Aaron Brenner Dr Memphis, TN 38120-1443 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 0.3 | ||
| AT&T Inc | 0.3 | ||
| Apple Inc | 0.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 786 | 0.3 |
| (b) Individuals (high net worth individuals) | 674 | 2.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 6 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 4,667 | 2.7 |
| By Discretionary | ||
| Discretionary | 4,619 | 2.5 |
| Non-Discretionary | 48 | 0.1 |
| Total | 4,667 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 4,667 | 2.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001488921] | |
| 13F-HR | [0002045082] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.9B |
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail, Research |
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