Lincoln Michael West
Investment Adviser Representative at Legacy Wealth Management, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Lincoln Michael West is an investment adviser representative with Legacy Wealth Management, LLC in Woodscross, UT, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Idaho and Texas.
Registrations & licenses
- Investment adviser:
- Idaho, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- YMCA Rock WallJul 2016 – Mar 2017Boise, ID
- Cold Stone CreameryMar 2017 – Jul 2018Boise, ID
- ScentsyJul 2018 – Dec 2018Meridian, ID
- Church of Jesus Christ of Latter Day SaintsDec 2018 – Dec 2020Barcelona
- BYU IdahoDec 2020 – May 2021Rexburg, ID
- Costa VidaJan 2021 – Apr 2021Rexburg, ID
- Evo AutomationApr 2021 – Sep 2021Rexburg, ID
- RENU LLCSep 2021 – Feb 2022Colorado Springs, CO
- Family First LifeJan 2022 – Aug 2022Boise, ID
- Legacy Integrated LLCAug 2022 – Feb 2023Boise, ID
- Legacy Wealth ManagementFeb 2023 – Aug 2026Boise, ID
- StudentAug 2012 – May 2018Boise, ID
- Altura Private Wealth LLCSep 2026 – no end date reportedCenterville, UT
- Legacy Peak InsuranceDec 2022 – no end date reportedBoise, ID
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Legacy Wealth Management, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 52
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Boise, ID
- SEC file number:
- 801-113480
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 13, 2026
View full firm profileOther advisors at Legacy Wealth Management, LLC
Showing 12 of 52 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lincoln Michael West has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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