SEC Form ADV · CIK 2045082

LEGACY WEALTH MANAGEMENT, LLC

Registered Investment AdviserID
$629.0M
Assets Under Management
3,269
Total Clients
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Registration Details

CIK
2045082
Accession
CRD-174767
Location
BOISE, ID
Filing Date
May 13, 2026
AUM
$629.0M
Total Clients
3,269
Amendment
No

About this Adviser

LEGACY WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in BOISE, ID, managing approximately $629.0M in assets across 3,269 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.