Legacy Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

108619

SEC number

801-18073

Firm type

RIA

Assets under management

$2.7B as of Mar 13, 2026

Website

www.linkedin.com/company/legacy-wealth-managementllc ↗

Phone

901-758-9006

Address

1715 Aaron Brenner Dr., Memphis, TN, 38120-1443

Advisors at this firm

16 in our index · page 1 of 1

• Joseph Francis BirchCRD 6390613 · Memphis, TN
  IA Registered
• Lawrence James EpperlyCRD 6833223 · Memphis, TN
  IA Registered
• Wallace Spencer HopeCRD 4216907 · Memphis, TN
  IA Registered
• Brienne Smith JacksonCRD 5580660 · Memphis, TN
  IA Registered
• E Charles JalenakCRD 1538565 · Memphis, TN
  IA Registered
• Daniel Eric KimbroughCRD 6346665 · Memphis, TN
  IA Registered
• Lindsey Bell MazzolaCRD 4947344 · Memphis, TN
  IA Registered
• Duncan L MillerCRD 4746410 · Memphis, TN
  IA Registered
• Hallie L PeytonCRD 2340969 · Memphis, TN
  IA Registered
• Nathan Scott PowellCRD 6288682 · Memphis, TN
  IA RegisteredRegistration inactive
• Brittany Glyn PaulCRD 8093601 · Memphis, TN
  IA Registered
• Rebecca Jeanne RawlinsonCRD 4875414 · Memphis, TN
  IA Registered
• Robin Keith SieversCRD 4260516 · Memphis, TN
  IA Registered
• Cathy Ann SimmonsCRD 2199965 · Memphis, TN
  IA Registered
• Nicholas Glenn SowellCRD 5626020 · Memphis, TN
  IA Registered
• Courtney Hays WagesCRD 4767261 · Memphis, TN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.