Legacy Wealth Management, LLC

Overview

Legacy Wealth Management, LLC is an independent, SEC‑registered advisory firm that began registration in 2018 and is owned by an individual. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee arrangements include percentage‑of‑AUM billing alongside fixed fees, performance‑based fees and other fee structures. Advisory services focus on financial planning, direct portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm does not identify as an active ESG investor. It also lists affiliations across other industry roles, including relationships with accountants, insurance companies and sponsors or managers of pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices