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Legacy Wealth Management
Legacy Wealth Management was established in 2018 as a Mississippi-based wealth manager and registered investment advisor. It operates from Boise and serves...
Legacy Wealth Management
Legacy Wealth Management was established in 2018 as a Mississippi-based wealth manager and registered investment advisor. It operates from Boise and serves individuals, family groups, corporations, foundations, and endowments. The firm provides investment advisory services, financial planning, portfolio management, investment management, and family wealth planning. No specific asset-class allocations, named portfolio holdings, or geographic deployment details beyond the United States headquarters are available. An internal research estimate places assets under management at 373 million USD. No additional offices, team size, or adjacent vehicles are disclosed. No operational events from the last 24 months appear in available records.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
373 (Altss estimate)
Location
Region
North America
Country
United States
City
Charlotte
Corporate office
Boise, United States
Frequently asked questions
What services does Legacy Wealth Management provide?
The firm offers investment advisory services, financial planning, portfolio management, investment management, and family wealth planning.
Who does Legacy Wealth Management advise?
It advises individuals, family groups, corporations, foundations, and endowments.
Where is Legacy Wealth Management based?
The firm is headquartered in Boise, United States, though described as Mississippi-based.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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