Legacy Wealth Management, LLC
● SEC registered since 2019CRD 304659SEC# 801-117015Ridgeland, MS
Reg. AUM
$455.1M
Employees
4
Accounts
69
Location
Ridgeland, MS
Legacy Wealth Management, LLC assets under management
Legacy Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Ridgeland, MS. The firm has been registered since 2019. It reports $455.1 million in regulatory assets under management and employs 4 people.
Legacy Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Forbes Lewis Watson Control | Chief Executive Officer And Chief Compliance Officer | Under 5% | 2019 |
| Professional and Financial Services, LLC Control | Sole Member | Over 75% | 2018 |
| Charles Ross Bell Jr Spousal Support Trust, Uad 12/31/2012 Control | Trust | Over 75% | 2021 |
Frequently asked questions
How much does Legacy Wealth Management, LLC manage?
Legacy Wealth Management, LLC reports $455.1 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Wealth Management, LLC have?
Legacy Wealth Management, LLC reports 4 employees.
Where is Legacy Wealth Management, LLC located?
Legacy Wealth Management, LLC is based in Ridgeland, MS and has been SEC-registered since 2019.
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 | 300 Concourse Blvd, Suite 102, Ridgeland, MS 39157 |
| Phone | 601-499-1970 |
| Office hours | 8 a.m. - 4 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$455.1M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$455.1Mregulatory AUM
Discretionary $395.4MNon-discretionary $59.7M