Legacy Wealth Management LLC
Legal Name: LEGACY WEALTH MANAGEMENT, LLC
Full Contact Details
Legacy Wealth Management LLC
13965 W. CHINDEN BLVD., SUITE 100, BOISE, ID
208-955-0500
208-955-4305
Other Info
Legacy Wealth Management LLC, legally known as LEGACY WEALTH MANAGEMENT, LLC, is an ID Limited Liability Company with 18 employees, 15 of whom work in advisory positions. Although the exact number of clients served is unknown, the firm's SEC status was last reported as Approved on June 21, 2018.
Legacy Wealth Management
Legacy Wealth Management - Specializing in creative strategies for investing outside the stock market, retirement planning, tax-smart investing and tax strategies for households and offices. Located in Salt Lake City, Utah, Located in Boise, Idaho
Direct Owners
-
ANDY ALBERT RAD
MANAGING MEMBER owns 75% or more
-
TAMI LANETTE WHEELER
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
News
Top Holdings
- 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