LEGACY WEALTH MANAGEMENT, LLC

BOISE, Idaho·6 registered advisors·CRD# 174767
SEC# 801-1134806208-955-0500
01

Firm Overview

AUM
$373M
Regulatory assets under management
Employees
36
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEGACY WEALTH MANAGEMENT, LLC

6 registered advisors
Andy Albert Rad
BOISE, Idaho
Benjamin Cory Lee
BOISE, Idaho
Josiah Kronz
BOISE, Idaho
Justin C Martin
BOISE, Idaho
Sean R. Martin
BOISE, Idaho
Tami Lanette Wheeler
BOISE, Idaho
05

Office Locations

BOISE, Idaho
6 advisors

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Data sourced from SEC Form ADV filings. LEGACY WEALTH MANAGEMENT, LLC (CRD# 174767) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.