PPrivate Fund Data Log in Join · $37/mo

Legacy Wealth Management, LLC

● SEC registered since 2018CRD 174767SEC# 801-113480Boise, ID
Export (members)
Reg. AUM
$476.5M
Employees
41
Accounts
3,728
Location
Boise, ID

Legacy Wealth Management, LLC assets under management

Legacy Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Boise, ID. The firm has been registered since 2018. It reports $476.5 million in regulatory assets under management and employs 41 people.
www.facebook.com/legacywealthmanagementllcView on SEC.gov ↗

Legacy Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Andy Albert Rad ControlManaging MemberOver 75%2019
Jefferson Hunt WestChief Compliance OfficerUnder 5%2023
Justin C Martin ControlChief Executive OfficerUnder 5%2022
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Legacy Wealth Management, LLC manage?

Legacy Wealth Management, LLC reports $476.5 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Wealth Management, LLC have?

Legacy Wealth Management, LLC reports 41 employees.

Where is Legacy Wealth Management, LLC located?

Legacy Wealth Management, LLC is based in Boise, ID and has been SEC-registered since 2018.

Does Legacy Wealth Management, LLC disclose fund performance?

Legacy Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13965 W. Chinden Blvd., Suite 100, Boise, ID 83713
Phone208-955-0500
Fax208-955-4305
Office hours8a.m. - 5p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK2045082
Discloses disciplinary historyYes

Assets under management

Discretionary$476.5M
Non-discretionary$11K
Total (RAUM)$476.5M