Legacy Wealth Management, LLC
● SEC registered since 2018CRD 174767SEC# 801-113480Boise, ID
Reg. AUM
$629M
Employees
39
Accounts
3,269
Location
Boise, ID
Legacy Wealth Management, LLC assets under management
Legacy Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Boise, ID. The firm has been registered since 2018. It reports $629 million in regulatory assets under management and employs 39 people.
Legacy Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andy Albert Rad Control | Managing Member | Over 75% | 2019 |
| Jefferson Hunt West | Chief Compliance Officer | Under 5% | 2023 |
| Julie Kay Marshall | Director Of Operations | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Legacy Wealth Management, LLC manage?
Legacy Wealth Management, LLC reports $629 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Wealth Management, LLC have?
Legacy Wealth Management, LLC reports 39 employees.
Where is Legacy Wealth Management, LLC located?
Legacy Wealth Management, LLC is based in Boise, ID and has been SEC-registered since 2018.
Does Legacy Wealth Management, LLC disclose fund performance?
Legacy Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13965 W. Chinden Blvd., Suite 100, Boise, ID 83713 |
| Phone | 208-955-0500 |
| Fax | 208-955-4305 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 2045082 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$629M▲ 48%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 14%
More than 86% of 16,825 advisers
Assets under management
$629Mregulatory AUM
Discretionary $629M