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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 Aug 17, 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 |
|---|---|---|---|
| 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.