LEGACY WEALTH MANAGEMENT, LLC

300 Concourse Blvd, Suite 102
Ridgeland, Mississippi 39157
Tel: 601-499-1970

About LEGACY WEALTH MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC, formally registered with the SEC as LEGACY WEALTH MANAGEMENT, LLC. The firm was established in 07/26/2019. They have over 1 offices throughout the country.

LEGACY WEALTH MANAGEMENT, LLC is a Ridgeland, Mississippi based Financial Planning firm with nearly $421,093,989 assets under management, offering retirement planning & investment advisory services to 192 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304659
SEC#	801-117015
Assets Managed by Firm	$421,093,989
No. of Clients	192
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	192	$421,093,989
Individuals (other than high net worth individuals)	36	$19,531,199
High net worth individuals	33	$390,560,141
Charitable organizations	Fewer than 5 clients	$11,002,649

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