# Legacy Wealth Management

Legacy Wealth Management is a Bank / Wealth / Trust based in Memphis, TN, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Memphis, TN, United States
- **Region:** North America
- **Address:** Boise, United States
- **Founded:** 2018
- **Assets under management:** 373 (Altss estimate)
- **Website:** legacywealth.com
- **LinkedIn:** https://www.linkedin.com/company/legacywealthgj

## Regulatory record

- **CRD number:** 329837
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329837

## About

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.

## 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.

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Last updated: 2026-07-08T21:14:25.997Z

Canonical page: https://altss.com/profile/legacy-wealth-management

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