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LEGACY WEALTH MANAGEMENT, LLC

BOISE, ID · CRD 174767 · IAPD ↗ · 208-955-0500

$629.0MRegulatory AUM
39Advisory reps
39Employees
0Clients
26-50Planning clients
0Private funds
42States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — LEGACY WEALTH MANAGEMENT, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — LEGACY WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($476.5M -> $629.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
April 2025 — LEGACY WEALTH MANAGEMENT, LLC added office(s): 6 -> 21 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — LEGACY WEALTH MANAGEMENT, LLC reported RAUM up 28% ($373.2M -> $476.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — LEGACY WEALTH MANAGEMENT, LLC now reports custody of client assets ($1.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
83
April 2025 — LEGACY WEALTH MANAGEMENT, LLC grew from 16 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2024 — LEGACY WEALTH MANAGEMENT, LLC reported RAUM up 35% ($275.9M -> $373.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
February 2024 — LEGACY WEALTH MANAGEMENT, LLC notice-filed in AK, AL, IN, KY, OK, RI, SD, WY.
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.