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Building 2LEGACY WEALTH MANAGEMENT, LLC

Map pinRIDGELAND, MS
Phone601-499-1970
NotebookSEC #801-117015
Total AUM
$455.1M
Employees
4
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
300 CONCOURSE BLVD, SUITE 102
RIDGELAND
MS 39157
United States
Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
601-499-1970

ReceiptFinancials

Total AUM
$455.1M
Accounts
69
Discretionary
$395.4M
Accounts
63
Non-Discretionary
$59.7M
Accounts
6

ContactClients

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Individual Clients
28
AUM
$7.6M
HNW Individual Clients
40
AUM
$436.2M
Charitable Organization Clients
1
AUM
$11.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMSTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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