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LEGACY WEALTH MANAGEMENT, LLC
CRD 174767File 801-113480
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 13, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$629.0M
Above cohort median (national)
Discretionary AUM
$629.0M
Clients
3,416
3,269 accounts
Employees
39
Above cohort median in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 21, 2018
- Principal office
- 13965 W. CHINDEN BLVD., SUITE 100, BOISE, ID, 83713
- Phone
- 208-955-0500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $629.0M
- Discretionary AUM
- $629.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,269
- Non-discretionary accounts
- 0
- Total accounts
- 3,269
- AUM per client
- $184K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 134 | $372.4M |
| Pension and profit sharing plans | 147 | $18.7M |
| Individuals (other than high net worth individuals) | 3,135 | $237.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — ALTERNATIVE DUE DILIGENCE FEE
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- 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 11- Q11
- Q11D5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 41 | 39 | decreased by2 |
| Apr 1, 2026 | Clients | 2,121 | 3,416 | increased by1,295 |
| Apr 1, 2026 | AUM | $476,513,737 | $629,031,199 | increased by$152,517,462 |
| Apr 1, 2026 | Accounts | 3,728 | 3,269 | decreased by459 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 41 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,317 | 2,121 | increased by804 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $185,911,229 | $476,513,737 | increased by$290,602,508 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,240 | 3,728 | increased by1,488 |
| Apr 1, 2022 | Clients | 613 | 1,317 | increased by704 |
| Apr 1, 2022 | AUM | $120,540,000 | $185,911,229 | increased by$65,371,229 |
| Apr 1, 2022 | Accounts | 1,620 | 2,240 | increased by620 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LEGACY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LEGACY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.