# LEGACY WEALTH MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC of RIDGELAND, MS is an SEC-registered investment adviser.

## Registration

- CRD: 304659
- Type: SEC-registered investment adviser
- SEC file number: 801-117015
- Location: 300 CONCOURSE BLVD, SUITE 102, RIDGELAND, MS, 39157
- Phone: 601-499-1970
- Latest filing: 2026-07-15
- Regulatory AUM: $458.6M
- Discretionary AUM: $394.1M
- Non-discretionary AUM: $64.5M
- Clients: 4
- Accounts: 193

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Forbes Lewis Watson | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| WATSON FORBES LEWIS | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| BELL CHARLES ROSS | CHIEF EXECUTIVE OFFICER; SOLE MEMBER | — |
| Bartlam Jennifer Cathcart | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304659/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304659/similar
- Related entities: https://search.stillhousedata.com/firm/304659/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304659

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.