Legacy Wealth Management, LLC

Legacy Wealth Management, LLC (CRD# 174767) is a financial advisory firm headquartered in Boise, ID. They manage $373,210,168 in 3,537 accounts and serve the financial needs of clients across 42 states (or territories).

Current Firm Details
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713
https://www.facebook.com/legacywealthmanagementllc/
By the Numbers
  • Total Assets Under Management
    373
    MILLION
  • Total Number of Accounts
    3,537
    ACCOUNTS
  • Average Account Value
    $105,516
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
The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Legacy Wealth Management, LLC
Showing 11 - 20 of 27 top financial advisors.
11
Jaime Redfern, financial advisor Boise ID
Jaime Redfern
CRD#: 6862029
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Jaime Redfern (CRD# 6862029) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 6 years of experience in the finance industry.

12
Patrick Wilson, financial advisor Boise ID
Patrick S. Wilson
CRD#: 4537879
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Patrick Wilson (CRD# 4537879) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has over 21 years of experience in the finance industry.

13
Samuel Allman, financial advisor Boise ID
Samuel A. Allman
CRD#: 6300380
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Samuel Allman (CRD# 6300380) 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.

14
Kyler Burke, financial advisor Boise ID
Kyler Burke
CRD#: 7690044
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Kyler Burke (CRD# 7690044) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has 1 year of experience in the finance industry.

15
David Condensa, financial advisor San Jose CA
David G. Condensa
CRD#: 7194638
San Jose, CA

David Condensa (CRD# 7194638) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in San Jose, CA and has over 4 years of experience in the finance industry.

16
Brian Crane, financial advisor Boise ID
Brian Crane
CRD#: 7115486
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Brian Crane (CRD# 7115486) 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.

17
Jacob Davelaar, financial advisor Boise ID
Jacob A. Davelaar
CRD#: 7881799
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Jacob Davelaar (CRD# 7881799) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has 1 year of experience in the finance industry.

18
Joseph Fisher, financial advisor Woods Cross UT
Joseph Fisher
CRD#: 7671881
1645 South 500 West, Ste 2, Woods Cross, UT 84010

Joseph Fisher (CRD# 7671881) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Woods Cross, UT and has 1 year of experience in the finance industry.

19
Caleb Howard, financial advisor Boise ID
Caleb A. Howard
CRD#: 7093561
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Caleb Howard (CRD# 7093561) 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.

20
Dustin Lloyd, financial advisor Boise ID
Dustin Lloyd
CRD#: 7197654
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Dustin Lloyd (CRD# 7197654) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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