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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Mississippi
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 17, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELL, CHARLES, ROSS | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Bartlam, Jennifer, Cathcart | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Bartlam, Jennifer, Cathcart | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, FORBES, LEWIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, FORBES, LEWIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, FORBES, LEWIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, FORBES, LEWIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, FORBES, LEWIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, FORBES, LEWIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, FORBES, LEWIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, FORBES, LEWIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, FORBES, LEWIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, FORBES, LEWIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, FORBES, LEWIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| WATSON, FORBES, LEWIS | I | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
| PROFESSIONAL AND FINANCIAL SERVICES, LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BELL, CHARLES, ROSS | I | PROFESSIONAL AND FINANCIAL SERVICES, LLC | E | Control |
| BELL, CHARLES, ROSS | I | PROFESSIONAL AND FINANCIAL SERVICES, LLC | E | Control |
| BELL, CHARLES, ROSS | I | PROFESSIONAL AND FINANCIAL SERVICES, LLC | E | Control |
| BELL, CHARLES, ROSS | I | PROFESSIONAL AND FINANCIAL SERVICES, LLC | E | Control |
| BELL, CHARLES, ROSS | I | PROFESSIONAL AND FINANCIAL SERVICES, LLC | E | Control |
| BELL, CHARLES, ROSS | I | PROFESSIONAL AND FINANCIAL SERVICES, LLC | E | Control |
| BELL, CHARLES, ROSS | I | PROFESSIONAL AND FINANCIAL SERVICES, LLC | E | Control |
| CHARLES ROSS BELL JR SPOUSAL SUPPORT TRUST, UAD 12/31/2012 | DE | PROFESSIONAL AND FINANCIAL SERVICES, LLC | E | Control |
| CHARLES ROSS BELL JR SPOUSAL SUPPORT TRUST, UAD 12/31/2012 | DE | PROFESSIONAL AND FINANCIAL SERVICES, LLC | E | Control |
| CHARLES ROSS BELL JR SPOUSAL SUPPORT TRUST, UAD 12/31/2012 | DE | PROFESSIONAL AND FINANCIAL SERVICES, LLC | E | Control |
| CHARLES ROSS BELL JR SPOUSAL SUPPORT TRUST, UAD 12/31/2012 | DE | PROFESSIONAL AND FINANCIAL SERVICES, LLC | E | Control |
| CHARLES ROSS BELL JR SPOUSAL SUPPORT TRUST, UAD 12/31/2012 | DE | PROFESSIONAL AND FINANCIAL SERVICES, LLC | E | Control |
Registrations
Federal
IA
Oct 17, 2025 REGISTERED
Notice Filings (3)
LA MS TX
Address
300 CONCOURSE BLVD, SUITE 102RIDGELAND, MS 39157
United States
Phone: 601-499-1970