Legacy Wealth Management LLC

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Assets, Funds, Holdings

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Legacy Wealth Management LLC
CRD #174767
SEC #801-113480
CIK #
AUM $173.6 MM (100% Disc, 100% US, 2020-06-29)
Employees 23 (74% Investors, 0% Brokers)
Phone208-955-0500
Address13965 W Chinden Blvd
Boise, ID 83713
Source [IAPD] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($MM)
2502001501005002010201320172021
Comparable Firms State AUM ($BB)
Trademark Financial Management LLC
MN 0.2
Financial Harvest LLC
FL 0.2
Private Portfolios Inc
CA 0.2
Sortino Advisory Partners LLC
KY 0.2
MBM Wealth Consultants LLC
MO 0.2
Madison Park Capital Advisors LLC
WA 0.2
Soundwatch Capital LLC
NY 0.2
TAMP Advisory Solutions LLC
FL 0.2
Caldwell Advisors LLC
TN 0.2
Bell Rock Capital LLC
DE 0.2
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