Legacy Wealth Management, LLC

Legacy Wealth Management, LLC (CRD# 174767) is a financial advisory firm headquartered in Boise, ID. They manage $173,625,000 in 1,700 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    1,700
    ACCOUNTS
  • Average Account Value
    $102,132
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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, CA, CO, FL, HI, ID, IL, MI, MN, MT, NJ, NY, OR, TX, UT, WA

Financial Advisors at Legacy Wealth Management, LLC
Showing 1 - 10 of 16 top financial advisors.
1
Peter C. Covino
CRD#: 3107080
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Peter Covino (CRD# 3107080) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 22 years of experience in the finance industry.

2
Lydon J. Crane
CRD#: 7060071
635 Birch Drive, Burley, ID 83318

Lydon Crane (CRD# 7060071) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Burley, ID and has over 2 years of experience in the finance industry.

3
Joseph S. Escujuri
CRD#: 7074990
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Joseph Escujuri (CRD# 7074990) 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
Acen Hansen
CRD#: 6629140
13965 W Chinden Blvd, Suite 100, Boise, ID 83713

Acen Hansen (CRD# 6629140) 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.

5
Matthew Hiatt
CRD#: 6990913
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Matthew Hiatt (CRD# 6990913) 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.

6
James B. Lewis
CRD#: 4721138
1388 Ala Moana Blvd., #1704, Honolulu, HI 96814

James Lewis (CRD# 4721138) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Honolulu, HI and has over 16 years of experience in the finance industry.

7
Justin C. Martin
CRD#: 5423666
839 N Camille Cir, Centerville, UT 84014

Justin Martin (CRD# 5423666) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Centerville, UT and has over 13 years of experience in the finance industry.

8
Andy A. Rad
CRD#: 6121333
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Andy Rad (CRD# 6121333) 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.

9
Leland K. Rogers
CRD#: 1254657
Sammamish, WA

Leland Rogers (CRD# 1254657) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Sammamish, WA and has over 35 years of experience in the finance industry. Leland Rogers 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.

10
David M. Roppel
CRD#: 4921885
13965 W Chinden Blvd, Boise, ID 83713

David Roppel (CRD# 4921885) 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.

1 2 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.