Legacy Wealth Management Inc is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 13, 2026, reports $2.7B in regulatory assets under management, 22 employees, and 4,667 accounts.
Assets Under Management
$2.7B
Employees
22
Offices
--
Total Clients
1,475
Primary office
MEMPHIS, TN
1715 AARON BRENNER DR., SUITE 301, MEMPHIS, TN, United States
Top client segmentIndividuals represent 53.3% of total clients.
Top client categories% of clientsClients
1
Individuals
53.3%
786
2
HNWI
45.7%
674
3
Corporations
0.6%
9
4
Charitable
0.4%
6
Categories with <5 clients
Pension and profit sharing plans<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of March 13, 2026
Discretionary94.7%
$2.5B
95% of total RAUM94.7%
Non-discretionary5.3%
$141M
5% of total RAUM5.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.7B
Total Accounts4,667
10Y AUM Change+$1.6B (+147.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee67:1
10Y Employee Change+1 (+4.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.