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LEGACY WEALTH MANAGEMENT, LLC
Legal name: LEGACY WEALTH MANAGEMENT INC
CRD 108619File 801-18073
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.66B
Top 25% of cohort (national)
Discretionary AUM
$2.52B
Non-discretionary $141.0M
Clients
1,475
4,667 accounts
Employees
22
Top 10% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 23, 1982
- Principal office
- 1715 AARON BRENNER DR., SUITE 301, MEMPHIS, TN, 38120-1443
- Phone
- 901-758-9006
- Website
- HTTPS://WWW.LEGACYWEALTH.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.66B
- Discretionary AUM
- $2.52B
- Non-discretionary AUM
- $141.0M
- Discretionary accounts
- 4,619
- Non-discretionary accounts
- 48
- Total accounts
- 4,667
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $237.6M |
| Charitable organizations | 6 | $22.1M |
| High net worth individuals | 674 | $2.06B |
| Pension and profit sharing plans | Fewer than 5 | $7.5M |
| State or municipal government entities | Fewer than 5 | $6.1M |
| Individuals (other than high net worth individuals) | 786 | $322.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.