LEGACY WEALTH MANAGEMENT, INC.

LEGACY WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 306557). Regulatory assets under management: $6.0M.

Registration

• CRD: 306557
• Type: Registered investment adviser
• Phone: 715-456-2274
• Latest filing: 2026-03-02
• Regulatory AUM: $6.0M
• Discretionary AUM: $6.0M
• Accounts: 4

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306557 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search