Legacy Wealth Management

Overview

Legacy Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves both individual/family and institutional clients and combines advisory services with insurance brokerage. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Billing methods are mixed: percentage-of-AUM fees alongside hourly and fixed-fee engagements, with some business earned via commissions tied to insurance or annuity sales. Legacy does not identify as an active ESG investor and is not structured as a multi-state allocator or third‑party capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives