LEGACY WEALTH MANAGEMENT, LLC
Company Profile
| AUM* | 1,087,634,405 60% |
| of that, discretionary | 1,023,110,861 51% |
| Number of Employees | 43 10% |
| of those in investment advisory functions | 42 147% |
| Private Fund GAV* | 0 |
| Avg Account Size | 314,164 66% |
| High Net Worth | 4.95% -59% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Disclosure Reporting
| 11.D(5) | Other regulator denied/suspended/revoked license |
Recent News
Reported AUM
1B
878M
732M
585M
439M
293M
146M
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name EIDE BAILLY | Filing Date09/16/2025 | Form ADV-E View Report |
| Accounting Firm Name EIDE BAILLY, LLP | Filing Date02/12/2025 | Form ADV-E View Report |