SEC Form ADV

LEGACY WEALTH MANAGEMENT, LLC

Registered Investment AdviserTN
$2.7B
Assets Under Management
4,667
Total Clients
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Registration Details

Accession
CRD-108619
Location
MEMPHIS, TN
Filing Date
March 13, 2026
AUM
$2.7B
Total Clients
4,667
Amendment
No

About this Adviser

LEGACY WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in MEMPHIS, TN, managing approximately $2.7B in assets across 4,667 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.