LEGACY WEALTH MANAGEMENT, LLC
CRD #304659 SEC #801-117015 RIDGELAND, MS 601-499-1970
SEC Registered
Total AUM
$421.1M
Discretionary
$361.4M
Employees
4
Clients
0
Accounts
192
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $421.1M | $361.4M | $59.7M | 4 | 0 |
| Feb 2025 | $421.1M | $361.4M | $59.7M | 4 | 0 |
| Aug 2024 | $304.9M | $304.9M | $0 | 3 | 0 |
| Jan 2024 | $304.9M | $304.9M | $0 | 3 | 0 |
| Feb 2023 | $273.1M | $273.1M | $0 | 3 | 0 |
| Jan 2022 | $314.5M | $314.5M | $0 | 1 | 0 |
| Feb 2021 | $259.2M | $259.2M | $0 | 2 | 0 |
| Nov 2020 | $214.6M | $214.6M | $0 | 2 | 0 |
| Mar 2020 | $214.6M | $214.6M | $0 | 2 | 0 |
| Oct 2019 | $106.3M | $106.3M | $0 | 2 | 0 |
| Aug 2019 | $0 | $0 | $0 | 2 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
| Jun 2019 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$421.1M
Discretionary$361.4M
Non-Disc.$59.7M
Employees4
Clients0
DateFeb 2025
Total AUM$421.1M
Discretionary$361.4M
Non-Disc.$59.7M
Employees4
Clients0
DateAug 2024
Total AUM$304.9M
Discretionary$304.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$304.9M
Discretionary$304.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$273.1M
Discretionary$273.1M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$314.5M
Discretionary$314.5M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$259.2M
Discretionary$259.2M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$214.6M
Discretionary$214.6M
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$106.3M
Discretionary$106.3M
Non-Disc.$0
Employees2
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0