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Sean R. Martin

Chief Operations OfficerLegacy Wealth Management, LLCCRD 4744192

About Sean R. Martin

Sean R. Martin is listed as Chief Operations Officer at Legacy Wealth Management, LLC in Boise, ID. Form ADV reports a beneficial ownership band of Under 5%. Sean R. Martin is associated with 2 registered advisers.

Reported ownership

Owns Under 5% of Legacy Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Sean R. Martin work?

Sean R. Martin is listed as Chief Operations Officer at Legacy Wealth Management, LLC on SEC Form ADV.

How much of Legacy Wealth Management, LLC does Sean R. Martin own?

Form ADV reports a beneficial ownership band of Under 5%.

Legacy Wealth Management, LLC

TitleChief Operations Officer
OwnershipUnder 5%
Control personYes
Since2023
View Legacy Wealth Management, LLC →

Altura Private Wealth LLC

TitleChief Compliance Officer; Chief Operations Officer
Ownership25-50%
Control personYes
Since2026
View Altura Private Wealth LLC →