LEGACY INVESTMENT SOLUTIONS, LLC
Legal name: ANCORATO
CRD #322695 SEC #801-126757 MERIDIAN, ID 208-925-0006
SEC Registered Disclosures
Total AUM
$240.3M
Discretionary
$240.3M
Employees
15
Clients
0
Accounts
3,664
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 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 |
|---|---|---|---|---|
| COVINO, PETER, CARMINE | I | MANAGER | NA | Control |
| COVINO, PETER, CARMINE | I | MANAGER | NA | Control |
| COVINO, PETER, CARMINE | I | MANAGER | NA | Control |
| COVINO, PETER, CARMINE | I | MANAGER | NA | Control |
| COVINO, PETER, CARMINE | I | MANAGER | NA | Control |
| COVINO, PETER, CARMINE | I | MANAGER | NA | Control |
| COVINO, PETER, CARMINE | I | MANAGER | NA | Control |
| COVINO, PETER, CARMINE | I | MANAGER | NA | Control |
| COVINO, PETER, CARMINE | I | MANAGER | NA | Control |
| COVINO, PETER, CARMINE | I | MANAGER | NA | Control |
| LEGACY WEALTH ADVISORS, LLC | DE | OWNER | NA | Control |
| LEGACY WEALTH ADVISORS, LLC | DE | OWNER | NA | Control |
| LEGACY WEALTH ADVISORS, LLC | DE | OWNER | NA | Control |
| LEGACY WEALTH ADVISORS, LLC | DE | OWNER | NA | Control |
| LEGACY WEALTH ADVISORS, LLC | DE | OWNER | NA | Control |
| LEGACY WEALTH ADVISORS, LLC | DE | OWNER | NA | Control |
| LPM INSURANCE & AGENCY, LLC | DE | OWNER | NA | Control |
| LPM INSURANCE & AGENCY, LLC | DE | OWNER | NA | Control |
| LPM INSURANCE & AGENCY, LLC | DE | OWNER | NA | Control |
| LPM INSURANCE & AGENCY, LLC | DE | OWNER | NA | Control |
| LPM INSURANCE & AGENCY, LLC | DE | OWNER | NA | Control |
| LPM INSURANCE & AGENCY, LLC | DE | OWNER | 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, SEAN, R. | I | CHIEF COMPLIANCE OFFICER, CHIEF OPERATIONS OFFICER | NA | Control |
| RAD, ANDY, ALBERT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RAD, ANDY, ALBERT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RAD, ANDY, ALBERT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RAD, ANDY, ALBERT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RAD, ANDY, ALBERT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RAD, ANDY, ALBERT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RAD, ANDY, ALBERT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RAD, ANDY, ALBERT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RAD, ANDY, ALBERT | I | CHIEF INVESTMENT OFFICER | NA | Control |
| RAD, ANDY, ALBERT | I | CHIEF INVESTMENT 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 | |
| WEST, JEFFERSON, HUNT | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | DE | OWNER | E | Control |
| LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | DE | OWNER | E | Control |
| LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | DE | OWNER | E | Control |
| LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | DE | OWNER | E | Control |
| LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | DE | OWNER | E | Control |
| LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | DE | OWNER | E | Control |
| LEGACY WEALTH ADVISORS, LLC | DE | OWNER | D | Control |
| LEGACY WEALTH ADVISORS, LLC | DE | OWNER | D | Control |
| LEGACY WEALTH ADVISORS, LLC | DE | OWNER | D | Control |
| LEGACY WEALTH ADVISORS, LLC | DE | OWNER | D | Control |
| LPM INSURANCE & AGENCY, LLC | DE | OWNER | D | Control |
| LPM INSURANCE & AGENCY, LLC | DE | OWNER | D | Control |
| LPM INSURANCE & AGENCY, LLC | DE | OWNER | D | Control |
| LPM INSURANCE & AGENCY, LLC | DE | OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COVINO, LISA, ANN | I | PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021 | F | Control |
| COVINO, LISA, ANN | I | PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021 | F | Control |
| COVINO, LISA, ANN | I | PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021 | F | Control |
| COVINO, PETER, CARMINE | I | PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021 | F | Control |
| COVINO, PETER, CARMINE | I | PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021 | F | Control |
| COVINO, PETER, CARMINE | I | PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021 | F | Control |
| COVINO, PETER, CARMINE | I | PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021 | F | Control |
| Covino, Lisa | I | PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021 | F | Control |
| RAD, ANDY, ALBERT | I | AJRAD TRUST | F | Control |
| RAD, ANDY, ALBERT | I | AJRAD TRUST | F | Control |
| RAD, ANDY, ALBERT | I | AJRAD TRUST | F | Control |
| RAD, ANDY, ALBERT | I | AJRAD TRUST | F | Control |
| RAD, JULIE, MARIE | I | AJRAD TRUST | F | Control |
| RAD, JULIE, MARIE | I | AJRAD TRUST | F | Control |
| RAD, JULIE, MARIE | I | AJRAD TRUST | F | Control |
| RAD, JULIE, MARIE | I | AJRAD TRUST | F | Control |
| AJRAD TRUST | DE | LPM INSURANCE & AGENCY, LLC | E | Control |
| AJRAD TRUST | DE | LPM INSURANCE & AGENCY, LLC | E | Control |
| AJRAD TRUST | DE | LPM INSURANCE & AGENCY, LLC | E | Control |
| AJRAD TRUST | DE | LPM INSURANCE & AGENCY, LLC | E | Control |
| PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021 | DE | LEGACY WEALTH ADVISORS, LLC | E | Control |
| PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021 | DE | LEGACY WEALTH ADVISORS, LLC | E | Control |
| PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021 | DE | LEGACY WEALTH ADVISORS, LLC | E | Control |
| PETER AND LISA COVINO FAMILY TRUST DATED 2/2/2021 | DE | LEGACY WEALTH ADVISORS, LLC | E | Control |
| COVINO, PETER, CARMINE | I | LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | D | Control |
| COVINO, PETER, CARMINE | I | LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | D | Control |
| COVINO, PETER, CARMINE | I | LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | D | Control |
| COVINO, PETER, CARMINE | I | LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | D | Control |
| COVINO, PETER, CARMINE | I | LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | D | Control |
| RAD, ANDY, ALBERT | I | LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | D | Control |
| RAD, ANDY, ALBERT | I | LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | D | Control |
| RAD, ANDY, ALBERT | I | LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | D | Control |
| RAD, ANDY, ALBERT | I | LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | D | Control |
| RAD, ANDY, ALBERT | I | LEGACY INVESTMENT SOLUTIONS HOLDINGS, LLC | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (4)
AZ CA ID UT
Address
851 N HICKORY STREET SUITE 100MERIDIAN, ID 83642
United States
Phone: 208-925-0006