Legacy Wealth Management, LLC
Legacy Wealth Management, LLC (CRD# 143073) is a financial advisory firm headquartered in Mequon, WI. They manage $20,389,774 in 119 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Legacy Wealth Management, LLC
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts119ACCOUNTS
-
Average Account Value$171,343
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
WI
Financial Advisors at Legacy Wealth Management, LLC
1
Lawrence Kinney (CRD# 2107053) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Mequon, WI and has over 27 years of experience in the finance industry.
2
Jerome Condon (CRD# 2483368) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Mequon, WI and has over 14 years of experience in the finance industry.
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