Legacy Wealth Management LLC
Legal Name: LEGACY WEALTH MANAGEMENT, LLC
13965 W. CHINDEN BLVD., SUITE 100, BOISE, ID
Full Contact Details
Other Info
Legacy Wealth Management LLC is legally known as LEGACY WEALTH MANAGEMENT, LLC. It is an ID Limited Liability Company. This firm has 18 employees, of which 15 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 21, 2018.
Direct Owners
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ANDY ALBERT RAD
MANAGING MEMBER owns 75% or more
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TAMI LANETTE WHEELER
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Jul 17, 2019
- ISHARES TR RUS 1000 ETF $191,264k
- SCHWAB STRATEGIC TRUST $162,788k
- ISHARES TR CORE S&P MCP ETF $65,552k
- SCHWAB STRATEGIC TR US MID-CAP ETF $56,285k
- ISHARES TR CORE S&P SCP ETF $48,596k
- ISHARES TR RUSSELL 2000 ETF $18,142k
- VANGUARD INDEX FDS TOTAL STK MKT $4,080k
- SCHWAB STRATEGIC TR $2,869k
- SPDR S&P 500 ETF TR TR UNIT $2,558k
- SCHWAB STRATEGIC TR US SML CAP ETF $1,832k