Legacy Wealth Management, Llc, MS — Investment Adviser | BuildTrust

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LEGACY WEALTH MANAGEMENT, LLC

Investment AdviceRIDGELAND, MS

Assets Under Management

$421.1M

Total AUM

Donut chart: Discretionary 361.4M, Non-Discretionary 59.7M
Category	Value
Discretionary	361.4M
Non-Discretionary	59.7M

Adviser Information

Field	Value
CRD Number	304659
SEC Number	801-117015
Street Address	300 CONCOURSE BLVD, SUITE 102
Location	RIDGELAND, MS 39157
Country	United States
Phone	601-499-1970
Total Employees	4

Client Count by Type (69 Total)

Horizontal bar chart: Individuals (other than H… 36, High Net Worth Individual… 33
Category	Value
Individuals (other than H…	36
High Net Worth Individual…	33