Legacy Wealth Management Inc
● SEC registered since 1982CRD 108619SEC# 801-18073Memphis, TN
Reg. AUM
$2.66B
Employees
22
Accounts
4,667
Location
Memphis, TN
Legacy Wealth Management Inc assets under management
Legacy Wealth Management Inc is a registered investment adviser overseen by the SEC based in Memphis, TN. The firm has been registered since 1982. It reports $2.7 billion in regulatory assets under management and employs 22 people.
Legacy Wealth Management Inc owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Edward Vosburg Control | It Manager | 5-10% | 2013 |
| Cathy Ann Simmons Control | Chief Compliance Officer | Under 5% | 2007 |
| Duncan L Miller Control | President & Ceo | 10-25% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Wealth Management Inc manage?
Legacy Wealth Management Inc reports $2.7 billion in regulatory assets under management on its Form ADV.
How many employees does Legacy Wealth Management Inc have?
Legacy Wealth Management Inc reports 22 employees.
Where is Legacy Wealth Management Inc located?
Legacy Wealth Management Inc is based in Memphis, TN and has been SEC-registered since 1982.
Does Legacy Wealth Management Inc disclose fund performance?
Legacy Wealth Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120-1443 |
| Phone | 901-758-9006 |
| Fax | 901-758-9007 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.66B▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 19%
Larger than 81% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.66Bregulatory AUM
Discretionary $2.52BNon-discretionary $141M