SEC Form ADV

LEGACY WEALTH MANAGEMENT, LLC

Registered Investment AdviserMS
$458.6M
Assets Under Management
4
Employees
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Registration Details

Accession
crd-304659
Location
RIDGELAND, MS
Filing Date
July 15, 2026
AUM
$458.6M
Institutional Clients
1
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

LEGACY WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in RIDGELAND, MS, managing approximately $458.6M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.