Legacy Wealth Management, LLC
Legacy Wealth Management, LLC is an SEC-registered mass-market adviser in Boise, ID with $629.0M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Legacy Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174767, SEC 801-113480, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $629.0M (2026-05-13)
- Firm type
- Mass-Market Adviser
- Location
- Boise, ID
- Employees
- 39
- Clients
- 3,416
- CRD
- 174767
- Ownership
- WHEELER, TAMI, LANETTE; RAD, ANDY, ALBERT; Kronz, Josiah; MARTIN, SEAN, R.; Lee, Benjamin, Cory
How much AUM does Legacy Wealth Management, LLC have?
Legacy Wealth Management, LLC reported $629.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Legacy Wealth Management, LLC?
Disclosed owners and executives of Legacy Wealth Management, LLC include WHEELER, TAMI, LANETTE, RAD, ANDY, ALBERT, Kronz, Josiah, MARTIN, SEAN, R., Lee, Benjamin, Cory. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.