RIA Intel›Advisers›Tennessee›LEGACY WEALTH MANAGEMENT INC

LEGACY WEALTH MANAGEMENT INC

Advisory

N·MEMPHIS, TN

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM

$2.7B

1-Year AUM Growth

+15.4%

3-Year CAGR

+4.9%

Employees

16

Assets Under Management

Total AUM$2.7B

Discretionary AUM$2.5B

Non-Discretionary AUM$141M

Discretionary %94.7%

Total Clients1,412

Team

Total Employees16

Investment Advisers22

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record47

First FilingMar 26, 2001

Latest FilingMar 13, 2026

🔒 Full AUM trend chart and 47 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LEGACY WEALTH MANAGEMENT INC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.