Legacy Wealth Management, LLC

Legacy Wealth Management, LLC (CRD# 174767) is a financial advisory firm headquartered in Boise, ID. They manage $33,991,000 in 275 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    275
    ACCOUNTS
  • Average Account Value
    $123,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • 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.

AZ, FL, ID, MI

Financial Advisors at Legacy Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
David M. Roppel
CRD#: 4921885
13965 W Chinden Blvd, Boise, ID 83713
93
Wealthminder
score

David Roppel (CRD# 4921885) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 12 years of experience in the finance industry.

2
David Johan
CRD#: 5881078
13965 W. Chinden Blvd., Boise, ID 83713
90
Wealthminder
score

David Johan (CRD# 5881078) 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.

3
Andy A. Rad
CRD#: 6121333
13965 W. Chinden Blvd., Boise, ID 83713
88
Wealthminder
score

Andy Rad (CRD# 6121333) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 2 years of experience in the finance industry.

4
Bradley K. Hofhines
CRD#: 1026500
13965 W. Chinden Blvd., Boise, ID 83713
59
Wealthminder
score

Bradley Hofhines (CRD# 1026500) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 31 years of experience in the finance industry.

5
Peter C. Covino
CRD#: 3107080
13965 W. Chinden Blvd., Boise, ID 83713
14
Wealthminder
score

Peter Covino (CRD# 3107080) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 19 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.