Legacy Wealth Management, LLC
Legacy Wealth Management, LLC (CRD# 174767) is a financial advisory firm headquartered in Boise, ID. They manage $373,210,168 in 3,537 accounts and serve the financial needs of clients across 42 states (or territories).
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Total Assets Under Management373MILLION
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Total Number of Accounts3,537ACCOUNTS
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Average Account Value$105,516
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY
Peter Covino (CRD# 3107080) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 25 years of experience in the finance industry.
Lydon Crane (CRD# 7060071) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Burley, ID and has over 5 years of experience in the finance industry.
Miguel Delgado (CRD# 6304636) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 9 years of experience in the finance industry.
Michael Dunlap (CRD# 5368000) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Hayden, ID and has over 16 years of experience in the finance industry.
Joseph Escujuri (CRD# 7074990) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 5 years of experience in the finance industry.
Acen Hansen (CRD# 6629140) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 7 years of experience in the finance industry.
James Lewis (CRD# 4721138) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Honolulu, HI and has over 20 years of experience in the finance industry.
Justin Martin (CRD# 5423666) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 16 years of experience in the finance industry.
Andy Rad (CRD# 6121333) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 9 years of experience in the finance industry.
Jaime Redfern (CRD# 6862029) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 6 years of experience in the finance industry.