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Legacy Wealth Management

Wealth ManagerMemphis, United States
$2.1B
Assets Under Management
Memphis
Headquarters
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Investment Focus

About Legacy Wealth Management

Minimizing taxes. Preserving assets. Transferring wealth to heirs or charities.

Preferred Investment Types

Joint Venture/PartnerGrowth CapitalPrivate EquityShort-Term InvestmentsVenture CapitalInvestment Funds

Preferred Sectors & Themes

Business & Administrative ServicesInvestment ManagementLegal & Tax ServicesReal Estate Services & ManagementRetirement PlanningTrust ManagementWealth & Estate PlanningCommercial & Professional ServicesProfessional Business ServicesFinanceFinancial ServicesReal EstateReal Estate Services & Management & Management

Preferred Geographies

United States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Legacy Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$629.0M
Total Clients
3,269
Filing Date
May 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Legacy Wealth Management?

Legacy Wealth Management is a wealth manager based in Memphis, United States, managing approximately $2.1B in assets.

Where is Legacy Wealth Management headquartered?

Legacy Wealth Management is headquartered in Memphis, United States.

How much does Legacy Wealth Management manage?

Legacy Wealth Management manages approximately $2.1B in assets under management.

What does Legacy Wealth Management invest in?

Legacy Wealth Management focuses on Joint Venture/Partner, Growth Capital, Private Equity, Short-Term Investments, Venture Capital, Investment Funds, Business & Administrative Services, Investment Management.

How can I contact Legacy Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Legacy Wealth Management are available on LPbacked. Create a free account to access them.