LEGACY WEALTH MANAGEMENT, LLC
CRD #174767 SEC #801-113480 BOISE, ID 208-955-0500
SEC Registered
Total AUM
$476.5M
Discretionary
$476.5M
Employees
41
Clients
25
Accounts
3,728
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $476.5M | $476.5M | $11.3K | 41 | 0 |
| Apr 2025 | $424M | $423.9M | $11.3K | 41 | 0 |
| Aug 2024 | $373.2M | $373.2M | $0 | 36 | 0 |
| Mar 2024 | $373.2M | $373.2M | $0 | 36 | 0 |
| Jan 2024 | $275.9M | $275.9M | $0 | 36 | 0 |
| Nov 2023 | $275.9M | $275.9M | $0 | 36 | 0 |
| Jun 2023 | $275.9M | $275.9M | $0 | 36 | 0 |
| Mar 2023 | $251.4M | $251.4M | $0 | 36 | 0 |
| Nov 2022 | $185.9M | $185.9M | $0 | 26 | 0 |
| Jun 2022 | $185.9M | $185.9M | $0 | 26 | 0 |
| Mar 2022 | $185.9M | $185.9M | $0 | 26 | 0 |
| May 2021 | $120.5M | $120.5M | $0 | 26 | 10 |
| May 2021 | $120.5M | $120.5M | $0 | 26 | 10 |
| Mar 2021 | $120.5M | $120.5M | $0 | 26 | 10 |
| Mar 2021 | $120.5M | $120.5M | $0 | 26 | 10 |
| Dec 2020 | $173.6M | $173.6M | $0 | 23 | 0 |
| Aug 2020 | $173.6M | $173.6M | $0 | 23 | 0 |
| Jun 2020 | $173.6M | $173.6M | $0 | 23 | 0 |
| May 2020 | $173.6M | $173.6M | $0 | 23 | 0 |
| Mar 2020 | $173.6M | $173.6M | $0 | 23 | 0 |
| May 2019 | $126.9M | $69.9M | $57M | 18 | 0 |
| Mar 2019 | $126.9M | $69.9M | $57M | 18 | 0 |
| Feb 2019 | $107M | $103.3M | $3.7M | 18 | 0 |
| Jan 2019 | $107M | $103.3M | $3.7M | 18 | 0 |
| Jan 2019 | $107M | $103.3M | $3.7M | 18 | 0 |
| Oct 2018 | $107M | $103.3M | $3.7M | 18 | 0 |
| Oct 2018 | $107M | $103.3M | $3.7M | 18 | 0 |
| Oct 2018 | $107M | $103.3M | $3.7M | 18 | 0 |
| May 2018 | $107M | $103.3M | $3.7M | 18 | 0 |
DateApr 2025
Total AUM$476.5M
Discretionary$476.5M
Non-Disc.$11.3K
Employees41
Clients0
DateApr 2025
Total AUM$424M
Discretionary$423.9M
Non-Disc.$11.3K
Employees41
Clients0
DateAug 2024
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees36
Clients0
DateMar 2024
Total AUM$373.2M
Discretionary$373.2M
Non-Disc.$0
Employees36
Clients0
DateJan 2024
Total AUM$275.9M
Discretionary$275.9M
Non-Disc.$0
Employees36
Clients0
DateNov 2023
Total AUM$275.9M
Discretionary$275.9M
Non-Disc.$0
Employees36
Clients0
DateJun 2023
Total AUM$275.9M
Discretionary$275.9M
Non-Disc.$0
Employees36
Clients0
DateMar 2023
Total AUM$251.4M
Discretionary$251.4M
Non-Disc.$0
Employees36
Clients0
DateNov 2022
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees26
Clients0
DateJun 2022
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees26
Clients0
DateMar 2022
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees26
Clients0
DateMay 2021
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees26
Clients10
DateMay 2021
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees26
Clients10
DateMar 2021
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees26
Clients10
DateMar 2021
Total AUM$120.5M
Discretionary$120.5M
Non-Disc.$0
Employees26
Clients10
DateDec 2020
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees23
Clients0
DateAug 2020
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees23
Clients0
DateJun 2020
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees23
Clients0
DateMay 2020
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees23
Clients0
DateMar 2020
Total AUM$173.6M
Discretionary$173.6M
Non-Disc.$0
Employees23
Clients0
DateMay 2019
Total AUM$126.9M
Discretionary$69.9M
Non-Disc.$57M
Employees18
Clients0
DateMar 2019
Total AUM$126.9M
Discretionary$69.9M
Non-Disc.$57M
Employees18
Clients0
DateFeb 2019
Total AUM$107M
Discretionary$103.3M
Non-Disc.$3.7M
Employees18
Clients0
DateJan 2019
Total AUM$107M
Discretionary$103.3M
Non-Disc.$3.7M
Employees18
Clients0
DateJan 2019
Total AUM$107M
Discretionary$103.3M
Non-Disc.$3.7M
Employees18
Clients0
DateOct 2018
Total AUM$107M
Discretionary$103.3M
Non-Disc.$3.7M
Employees18
Clients0
DateOct 2018
Total AUM$107M
Discretionary$103.3M
Non-Disc.$3.7M
Employees18
Clients0
DateOct 2018
Total AUM$107M
Discretionary$103.3M
Non-Disc.$3.7M
Employees18
Clients0
DateMay 2018
Total AUM$107M
Discretionary$103.3M
Non-Disc.$3.7M
Employees18
Clients0