Legacy Wealth Management, LLC
SEC RegisteredThoughtful guidance to help you live your life's passions
About the firm
Legacy Wealth Management, LLC is a fee-only wealth advisor, serving clients from coast to coast. With over seventy-five years of combined investment experience, along with expertise in complementary fields, they provide personalized investment advice, customized tax-conscious portfolio management, and exceptional service for a transparent fee. The firm operates as a true fiduciary, ethically and legally obligated to always act in a client's best interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, financial planning, college planning, cashflow analysis and debt management, tax strategies, risk management, estate planning, retirement planning, and a network of professionals.
Who they serve
Individuals and families of wealth, including those planning for retirement, college expenses, home purchases, family legacy, and philanthropic endeavors, served from coast to coast.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 28 | $7.6M |
| High Net Worth Individuals | 40 | $436M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of February 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Legacy Wealth Management, LLC 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 the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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