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Building 2LEGACY WEALTH MANAGEMENT, LLC

Map pinBOISE, ID
Phone208-955-0500
NotebookSEC #801-113480
Total AUM
$629M
Employees
39
Clients
3,416

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13965 W. CHINDEN BLVD.
SUITE 100
BOISE
ID 83713
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
208-955-0500
Other Offices
21

ReceiptFinancials

Total AUM
$629M
Accounts
3,269
Discretionary
$629M
Accounts
3,269
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3,135
AUM
$237.9M
HNW Individual Clients
134
AUM
$372.4M
Pension/Profit Sharing Plan Clients
147
AUM
$18.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ALTERNATIVE DUE DILIGENCE FEE

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/Revocation
State Registrations
AKALAZCACOCTFLGAHIIDILINKSKYLAMAMDMIMNMOMTNCNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAWAWI

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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