LEGACY WEALTH MANAGEMENT INC
CRD #108619 SEC #801-18073 MEMPHIS, TN 901-758-9006
SEC Registered
Total AUM
$2.4B
Discretionary
$2.2B
Employees
21
Clients
--
Accounts
4,507
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.4B | $2.2B | $132.8M | 21 | 5 |
| Sep 2024 | $2.1B | $2B | $97.2M | 21 | 2 |
| Mar 2024 | $2.1B | $2B | $97.2M | 21 | 2 |
| Mar 2023 | $1.8B | $1.7B | $94.3M | 23 | 1 |
| Feb 2022 | $2.1B | $2B | $101.2M | 24 | 6 |
| Mar 2021 | $1.7B | $1.6B | $92.2M | 22 | 6 |
| Jun 2020 | $1.5B | $1.4B | $86.9M | 23 | 10 |
| Apr 2020 | $1.5B | $1.4B | $86.9M | 23 | 10 |
| Mar 2020 | $1.5B | $1.4B | $86.9M | 23 | 10 |
| Aug 2019 | $1.2B | $1.1B | $78.8M | 23 | 10 |
| Jul 2019 | $1.2B | $1.1B | $78.8M | 23 | 10 |
| Mar 2019 | $1.2B | $1.1B | $78.8M | 23 | 10 |
| Aug 2018 | $1.3B | $1.2B | $79.3M | 21 | 10 |
| May 2018 | $1.3B | $1.2B | $79.3M | 21 | 10 |
| Mar 2018 | $1.3B | $1.2B | $79.3M | 21 | 10 |
| Mar 2017 | $1.1B | $996.5M | $75.3M | 21 | 800 |
| Mar 2016 | $1B | $959.7M | $59.6M | 21 | 800 |
| Mar 2015 | $1.1B | $999.2M | $57.7M | 21 | 800 |
| Nov 2014 | $1B | $974.1M | $48.7M | 23 | 800 |
| Mar 2014 | $1B | $974.1M | $48.7M | 23 | 800 |
| Mar 2014 | $898M | $855.2M | $42.8M | 24 | 700 |
| Mar 2013 | $898M | $855.2M | $42.8M | 24 | 700 |
| Jan 2013 | $865.1M | $823.4M | $41.7M | 25 | 700 |
| Nov 2012 | $865.1M | $823.4M | $41.7M | 25 | 700 |
| Aug 2012 | $865.1M | $823.4M | $41.7M | 11 | 700 |
| Mar 2012 | $865.1M | $823.4M | $41.7M | 11 | 700 |
| Jun 2011 | $783M | $759.6M | $23.4M | -- | -- |
| Mar 2011 | $783M | $759.6M | $23.4M | -- | -- |
| May 2010 | $660.6M | $640.5M | $20.1M | -- | -- |
| Sep 2009 | $578.1M | $559.8M | $18.3M | -- | -- |
| Sep 2008 | $612.9M | $612.9M | $0 | -- | -- |
| Sep 2007 | $547.9M | $547.9M | $0 | -- | -- |
| Sep 2007 | $547.9M | $547.9M | $0 | -- | -- |
| May 2007 | $414.8M | $414.8M | $0 | -- | -- |
| Sep 2005 | $353M | $352.6M | $379.7K | -- | -- |
| Mar 2002 | $143.5M | $129.7M | $13.9M | -- | -- |
DateMar 2025
Total AUM$2.4B
Discretionary$2.2B
Non-Disc.$132.8M
Employees21
Clients5
DateSep 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.2M
Employees21
Clients2
DateMar 2024
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.2M
Employees21
Clients2
DateMar 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$94.3M
Employees23
Clients1
DateFeb 2022
Total AUM$2.1B
Discretionary$2B
Non-Disc.$101.2M
Employees24
Clients6
DateMar 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$92.2M
Employees22
Clients6
DateJun 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$86.9M
Employees23
Clients10
DateApr 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$86.9M
Employees23
Clients10
DateMar 2020
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$86.9M
Employees23
Clients10
DateAug 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$78.8M
Employees23
Clients10
DateJul 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$78.8M
Employees23
Clients10
DateMar 2019
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$78.8M
Employees23
Clients10
DateAug 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$79.3M
Employees21
Clients10
DateMay 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$79.3M
Employees21
Clients10
DateMar 2018
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$79.3M
Employees21
Clients10
DateMar 2017
Total AUM$1.1B
Discretionary$996.5M
Non-Disc.$75.3M
Employees21
Clients800
DateMar 2016
Total AUM$1B
Discretionary$959.7M
Non-Disc.$59.6M
Employees21
Clients800
DateMar 2015
Total AUM$1.1B
Discretionary$999.2M
Non-Disc.$57.7M
Employees21
Clients800
DateNov 2014
Total AUM$1B
Discretionary$974.1M
Non-Disc.$48.7M
Employees23
Clients800
DateMar 2014
Total AUM$1B
Discretionary$974.1M
Non-Disc.$48.7M
Employees23
Clients800
DateMar 2014
Total AUM$898M
Discretionary$855.2M
Non-Disc.$42.8M
Employees24
Clients700
DateMar 2013
Total AUM$898M
Discretionary$855.2M
Non-Disc.$42.8M
Employees24
Clients700
DateJan 2013
Total AUM$865.1M
Discretionary$823.4M
Non-Disc.$41.7M
Employees25
Clients700
DateNov 2012
Total AUM$865.1M
Discretionary$823.4M
Non-Disc.$41.7M
Employees25
Clients700
DateAug 2012
Total AUM$865.1M
Discretionary$823.4M
Non-Disc.$41.7M
Employees11
Clients700
DateMar 2012
Total AUM$865.1M
Discretionary$823.4M
Non-Disc.$41.7M
Employees11
Clients700
DateJun 2011
Total AUM$783M
Discretionary$759.6M
Non-Disc.$23.4M
Employees--
Clients--
DateMar 2011
Total AUM$783M
Discretionary$759.6M
Non-Disc.$23.4M
Employees--
Clients--
DateMay 2010
Total AUM$660.6M
Discretionary$640.5M
Non-Disc.$20.1M
Employees--
Clients--
DateSep 2009
Total AUM$578.1M
Discretionary$559.8M
Non-Disc.$18.3M
Employees--
Clients--
DateSep 2008
Total AUM$612.9M
Discretionary$612.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$547.9M
Discretionary$547.9M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$547.9M
Discretionary$547.9M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$414.8M
Discretionary$414.8M
Non-Disc.$0
Employees--
Clients--
DateSep 2005
Total AUM$353M
Discretionary$352.6M
Non-Disc.$379.7K
Employees--
Clients--
DateMar 2002
Total AUM$143.5M
Discretionary$129.7M
Non-Disc.$13.9M
Employees--
Clients--