LEGACY WEALTH MANAGEMENT, LLC

CRD #174767 SEC #801-113480 BOISE, ID 208-955-0500

SEC Registered

Total AUM

$476.5M

Discretionary

$476.5M

Employees

Clients

Accounts

3,728

Firm Details

Organization Type: Limited Liability Company
State of Formation: Idaho
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Apr 1, 2025
Branch Offices: 21

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Kronz, Josiah	I	CHIEF COMPLIANCE OFFICER	NA	Control
Kronz, Josiah	I	CHIEF COMPLIANCE OFFICER	NA	Control
Kronz, Josiah	I	CHIEF COMPLIANCE OFFICER	NA	Control
Lee, Benjamin, Cory	I	CHIEF COMPLIANCE OFFICER	NA	Control
Lee, Benjamin, Cory	I	CHIEF COMPLIANCE OFFICER	NA	Control
Lee, Benjamin, Cory	I	CHIEF COMPLIANCE OFFICER	NA	Control
Lee, Benjamin, Cory	I	CHIEF COMPLIANCE OFFICER	NA	Control
Lee, Benjamin, Cory	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTIN, JUSTIN, C	I	CHIEF EXECUTIVE OFFICER	NA	Control
MARTIN, JUSTIN, C	I	CHIEF EXECUTIVE OFFICER	NA	Control
MARTIN, JUSTIN, C	I	CHIEF EXECUTIVE OFFICER	NA	Control
MARTIN, JUSTIN, C	I	CHIEF EXECUTIVE OFFICER	NA	Control
MARTIN, JUSTIN, C	I	CHIEF EXECUTIVE OFFICER	NA	Control
MARTIN, JUSTIN, C	I	CHIEF EXECUTIVE OFFICER	NA	Control
MARTIN, JUSTIN, C	I	CHIEF EXECUTIVE OFFICER	NA	Control
MARTIN, JUSTIN, C	I	CHIEF EXECUTIVE OFFICER	NA	Control
MARTIN, JUSTIN, C	I	CHIEF EXECUTIVE OFFICER	NA	Control
MARTIN, JUSTIN, C	I	CHIEF EXECUTIVE OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF COMPLIANCE OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF OPERATIONS OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF OPERATIONS OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF OPERATIONS OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF OPERATIONS OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF OPERATIONS OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF OPERATIONS OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF OPERATIONS OFFICER	NA	Control
MARTIN, SEAN, R.	I	CHIEF OPERATIONS OFFICER	NA	Control
WEST, JEFFERSON, HUNT	I	CHIEF COMPLIANCE OFFICER	NA
WEST, JEFFERSON, HUNT	I	CHIEF COMPLIANCE OFFICER	NA
WEST, JEFFERSON, HUNT	I	CHIEF COMPLIANCE OFFICER	NA
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
WHEELER, TAMI, LANETTE	I	CHIEF COMPLIANCE OFFICER	NA	Control
JOHAN, DAVID, NICOLAS	I	MANAGING MEMBER	E	Control
JOHAN, DAVID, NICOLAS	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	Control
JOHAN, DAVID, NICOLAS	I	MANAGING MEMBER	E	Control
JOHAN, DAVID, NICOLAS	I	MANAGING MEMBER	E	Control
JOHAN, DAVID, NICOLAS	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control
RAD, ANDY, ALBERT	I	MANAGING MEMBER	E	Control

Registrations

Federal

Apr 1, 2025 REGISTERED

Notice Filings (41)

AK AL AZ CA CO CT FL GA HI ID IL IN KS KY LA MA MD MI MN MO MT NC NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA WA WI

Address

13965 W. CHINDEN BLVD.
SUITE 100
BOISE, ID 83713
United States

Phone: 208-955-0500