Legacy Wealth Management, LLC

Legacy Wealth Management, LLC (CRD# 143073) is a financial advisory firm headquartered in Mequon, WI. They manage $26,515,209 in 201 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    201
    ACCOUNTS
  • Average Account Value
    $131,916
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
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
Showing 1 - 2 of 2 top financial advisors.
1
Michael W. Scalise
CRD#: 1855608
1009 W. Glen Oaks Lane, Suite 103, Mequon, WI 53092
96
Wealthminder
score

Michael Scalise (CRD# 1855608) 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
Lawrence R. Kinney
CRD#: 2107053
1009 W. Glen Oaks Lane, Suite 103, Mequon, WI 53092
93
Wealthminder
score

Lawrence Kinney (CRD# 2107053) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Mequon, WI and has over 25 years of experience in the finance industry.

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