LEGACY WEALTH MANAGEMENT, LLC of BOISE, ID is an SEC-registered investment adviser (CRD 174767). Regulatory assets under management: $629.0M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed, Performance, Other.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Andy Albert Rad | MANAGING MEMBER | — |
| Sean R Martin | CHIEF OPERATIONS OFFICER | — |
| Justin C Martin | CHIEF EXECUTIVE OFFICER; OWNER | — |
| Jefferson Hunt West | CHIEF COMPLIANCE OFFICER | Boise, ID |
| Peter Carmine Covino | MANAGING MEMBER | — |
| MARTIN JAMES R | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF OPERATIONS OFFICER; CHIEF OPERATIONS OFFICER | — |
| MARTIN ALLAN C | CHIEF EXECUTIVE OFFICER | — |
| WHEELER TAMI LANETTE | CHIEF COMPLIANCE OFFICER | — |
| JOHAN DAVID NICOLAS | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| RAD ANDY ALBERT | MANAGING MEMBER | — |
| Kronz Josiah | CHIEF COMPLIANCE OFFICER | — |
| Lee Benjamin Cory | CHIEF COMPLIANCE OFFICER | — |
| Julie Kay Marshall | DIRECTOR OF OPERATIONS | — |
| Paul Calvin Hickey | CHIEF EXECUTIVE OFFICER | — |
| Sean R. Martin | CHIEF OPERATIONS OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| — | regulatory | — | — | — |
Showing 15 of 21 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| WOODS CROSS | UT | 3 | 208-955-0500 |
| — | — | 3 | (407) 270-6636 |
| BURLEY | ID | 3 | 208-878-7000 |
| NAMPA | ID | 2 | (208) 955-8242 |
| NEWPORT BEACH | CA | 2 | 949-310-7539 |
| — | — | 1 | 619-241-6336 |
| — | — | 1 | (925) 413-7337 |
| — | — | 1 | 2088417929 |
| — | — | 1 | (785) 220-2670 |
| — | — | 1 | (510) 504-2151 |
| — | — | 1 | (408) 612-5938 |
| — | — | 1 | 310-824-3439 |
| — | — | 1 | (208) 749-8552 |
| — | — | 1 | (561) 346-7849 |
| — | — | 1 | (209) 244-5030 |