Legacy Wealth Management, LLC

Legacy Wealth Management, LLC (CRD# 174767) is a financial advisory firm headquartered in Boise, ID. They manage $69,900,000 in 645 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    645
    ACCOUNTS
  • Average Account Value
    $108,372
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
  • 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, CO, FL, ID, MI, TX, UT, WA

Financial Advisors at Legacy Wealth Management, LLC
Showing 1 - 10 of 18 top financial advisors.
1
David A. Gallman
CRD#: 4590700
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713
96
Wealthminder
score

David Gallman (CRD# 4590700) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 15 years of experience in the finance industry. David Gallman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jake F. Mellor
CRD#: 5785588
453 East Main Street, Suite 200, Price, UT 84501
96
Wealthminder
score

Jake Mellor (CRD# 5785588) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Price, UT and has over 7 years of experience in the finance industry. Jake Mellor has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Julie J. Cassatt-Olsen
CRD#: 4011677
1880 S. Cobalt Point Way, Suite 350, Meridian, ID 83642
93
Wealthminder
score

Julie Cassatt-Olsen (CRD# 4011677) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Meridian, ID and has over 18 years of experience in the finance industry.

4
David Johan
CRD#: 5881078
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713
93
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.

5
Ross W. Luekenga
CRD#: 5136879
6751 N Sunset Blvd., Ste. 320, Glendale, AZ 85305
93
Wealthminder
score

Ross Luekenga (CRD# 5136879) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Glendale, AZ and has over 11 years of experience in the finance industry.

6
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 13 years of experience in the finance industry.

7
Richard J. Durham
CRD#: 6145836
13965 W Chinden Blvd, Boise, ID 83713
90
Wealthminder
score

Richard Durham (CRD# 6145836) 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.

8
Lawrence W. Gray
CRD#: 6218468
6671 S. Redwood Rd., Suite 200, West Jordan, UT 84084
90
Wealthminder
score

Lawrence Gray (CRD# 6218468) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in West Jordan, UT and has over 3 years of experience in the finance industry.

9
Andy A. Rad
CRD#: 6121333
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713
90
Wealthminder
score

Andy Rad (CRD# 6121333) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 3 years of experience in the finance industry.

10
Jonathan K. Carroll
CRD#: 6722322
800 S Industry Way Ste 250, Meridian, ID 83642
88
Wealthminder
score

Jonathan Carroll (CRD# 6722322) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Meridian, ID and has 1 year of experience in the finance industry.

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