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LEGACY WEALTH MANAGEMENT, LLC

MEMPHIS, TN · CRD 108619 · IAPD ↗ · 901-758-9006

$2.66BRegulatory AUM
16Advisory reps
22Employees
2Clients
More than 500Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — LEGACY WEALTH MANAGEMENT, LLC notice-filed in IN, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2026 — LEGACY WEALTH MANAGEMENT INC is now doing business as LEGACY WEALTH MANAGEMENT, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
February 2026 — LEGACY WEALTH MANAGEMENT INC filed an Item 4A succession naming LEGACY WEALTH MANAGEMENT INC (CRD 108619) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
47
April 2025 — LEGACY WEALTH MANAGEMENT INC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — LEGACY WEALTH MANAGEMENT INC notice-filed in OH, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.