Andy Albert Rad
Managing MemberLegacy Wealth Management, LLCCRD 6121333
About Andy Albert Rad
Andy Albert Rad is listed as Managing Member at Legacy Wealth Management, LLC in Boise, ID. Form ADV reports a beneficial ownership band of Over 75%. Andy Albert Rad is associated with 3 registered advisers.
Reported ownership
Owns Over 75% of Legacy Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Andy Albert Rad work?
Andy Albert Rad is listed as Managing Member at Legacy Wealth Management, LLC on SEC Form ADV.
How much of Legacy Wealth Management, LLC does Andy Albert Rad own?
Form ADV reports a beneficial ownership band of Over 75%.
Legacy Wealth Management, LLC
| Title | Managing Member |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2019 |
Legacy Investment Solutions, LLC
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2022 |
Legacy Investment Solutions, LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2023 |