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Legacy Wealth Management, LLC

● SEC registered since 2019CRD 304659SEC# 801-117015Ridgeland, MS
Export (members)
Reg. AUM
$421.1M
Employees
4
Accounts
192
Location
Ridgeland, MS

Legacy Wealth Management, LLC assets under management

Legacy Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Ridgeland, MS. The firm has been registered since 2019. It reports $421.1 million in regulatory assets under management and employs 4 people.
mylegacy.msView on SEC.gov ↗

Legacy Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Forbes Lewis Watson ControlChief Executive Officer And Chief Compliance OfficerUnder 5%2019
Professional and Financial Services, LLC ControlSole MemberOver 75%2018
Charles Ross Bell Jr Spousal Support Trust, Uad 12/31/2012 ControlTrustOver 75%2021

Frequently asked questions

How much does Legacy Wealth Management, LLC manage?

Legacy Wealth Management, LLC reports $421.1 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Wealth Management, LLC have?

Legacy Wealth Management, LLC reports 4 employees.

Where is Legacy Wealth Management, LLC located?

Legacy Wealth Management, LLC is based in Ridgeland, MS and has been SEC-registered since 2019.

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

Address300 Concourse Blvd, Suite 102, Ridgeland, MS 39157
Phone601-499-1970
Office hours8 a.m. - 4 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$361.4M
Non-discretionary$59.7M
Total (RAUM)$421.1M