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 11 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 4 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 1 year 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 30 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 18 years of experience in the finance industry.

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