Legacy Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boise, ID. Its latest Form ADV filing, dated April 27, 2026, reports $629M in regulatory assets under management, 39 employees, 21 offices, and 3,269 accounts.
Assets Under Management
$629M
Employees
39
Offices
21 offices
Total Clients
3,416
Primary office
BOISE, ID
13965 W. CHINDEN BLVD., SUITE 100, BOISE, ID, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 91.8% of total clients.
Top client categories% of clientsClients
1
Individuals
91.8%
3,135
2
Pension Plans
4.3%
147
3
HNWI
3.9%
134
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$629Mas of April 27, 2026
Discretionary100.0%
$629M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$629M
Total Accounts3,269
10Y AUM Change+$522M (+487.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees39
Clients per Employee88:1
10Y Employee Change+21 (+116.7%)
* 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.