Key facts
- LEGACY WEALTH MANAGEMENT, LLC is a other based in MEMPHIS, TN.
- LEGACY WEALTH MANAGEMENT, LLC reports $12.4M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 108619- Regulatory AUM
- $12.4M
- Private fund assets
- —
- Private funds
- —
- Staff
- 22
- Registered office
- MEMPHIS, TN
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as LEGACY WEALTH MANAGEMENT INC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for LEGACY WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LEGACY WEALTH MANAGEMENT, LLC's AUM?
- LEGACY WEALTH MANAGEMENT, LLC manages approximately $12.4M in assets.