LEGACY WEALTH MANAGEMENT, LLC

13965 W. Chinden Blvd.
Suite 100
Boise, Idaho 83713
Tel: 208-955-0500

About LEGACY WEALTH MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC, formally registered with the SEC as LEGACY WEALTH MANAGEMENT, LLC. The firm was established in 06/21/2018. They have over 7 offices throughout the country.

LEGACY WEALTH MANAGEMENT, LLC is a Boise, Idaho based Financial Planning firm with nearly $373,210,168 assets under management, offering retirement planning & investment advisory services to 3537 clients. The firm is staffed with 36 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	174767
SEC#	801-113480
Assets Managed by Firm	$373,210,168
No. of Clients	3537
No. of Advisors	36

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (ADVISORY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	3537	$373,210,168
Individuals (other than high net worth individuals)	1726	$106,785,520
High net worth individuals	219	$257,574,087
Pension and profit sharing plans	79	$8,850,561

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INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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