LEGACY WEALTH MANAGEMENT, LLC

Overview

Legacy Wealth Management, LLC is an independent registered investment adviser that positions itself as a capital allocator for high-net-worth individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third‑party advisers when appropriate. Legacy favors equity-centered portfolios, deploying liquid, exchange-traded instruments for core exposure and layering in externally managed strategies where specialized capabilities are required. The firm charges fees based on a percentage of assets under management and operates primarily in a discretionary capacity. Legacy does not list active ESG investing as part of its approach. As a capital allocator, it sources external managers for alternative strategies—most notably commodity-focused and private credit managers—to complement its equity and cash allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices