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 21 - 27 of 27 top financial advisors.
21
Edward Malekan, financial advisor Newport Beach CA
Edward Malekan
CRD#: 7219883
4695 Macarthur Ct, Floor 11, Newport Beach, CA 92660

Edward Malekan (CRD# 7219883) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.

22
Justin Maxwell, financial advisor West Jordan UT
Justin D. Maxwell
CRD#: 7888418
West Jordan, UT

Justin Maxwell (CRD# 7888418) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in West Jordan, UT and has 1 year of experience in the finance industry.

23
Robert Oakes, financial advisor Burley ID
Robert T. Oakes
CRD#: 7492263
1710 Overland Ave, Burley, ID 83318

Robert Oakes (CRD# 7492263) 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.

24
Michael Pond, financial advisor Boise ID
Michael Pond
CRD#: 7864927
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Michael Pond (CRD# 7864927) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has 1 year of experience in the finance industry.

25
Benjamin Schamber, financial advisor Boise ID
Benjamin C. Schamber
CRD#: 7298559
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Benjamin Schamber (CRD# 7298559) 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.

26
Carson Skaggs, financial advisor Boise ID
Carson Skaggs
CRD#: 7485322
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Carson Skaggs (CRD# 7485322) 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.

27
Lincoln West, financial advisor Boise ID
Lincoln M. West
CRD#: 7701990
13965 W. Chinden Blvd., Suite 100, Boise, ID 83713

Lincoln West (CRD# 7701990) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Boise, ID and has 1 year of experience in the finance industry.

PREV ... 1 2 3

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals