Legacy Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

174767

SEC number

801-113480

Firm type

RIA

Assets under management

$629.0M as of May 13, 2026

Website

www.facebook.com/LegacyWealthManagementLLC ↗

Phone

208-955-0500

Address

13965 W. Chinden Blvd., Boise, ID, 83713

Advisors at this firm

51 in our index · page 1 of 2

• Samuel Albert AllmanCRD 6300380 · Seattle, WA
  IA Registered
• Michael Lawrence BargettoCRD 8041240 · Phoenix, AZ
  IA Registered
• Kyler BurkeCRD 7690044 · Nampa, ID
  IA Registered
• Brian CraneCRD 7115486 · Mesa, AZ
  IA Registered
• David Gerald CondensaCRD 7194638 · San Jose, CA
  IA RegisteredRegistration inactive
• Lydon Joseph CraneCRD 7060071 · Burley, ID
  IA Registered
• Miguel A DelgadoCRD 6304636 · Richmond, CA
  IA RegisteredRegistration inactive
• Michael Ian DunlapCRD 5368000 · Hayden, ID
  IA RegisteredRegistration inactive
• Matthew Ernest DepretisCRD 8139352 · Pleasanton, CA
  IA Registered
• Laura Jean DillCRD 4497702 · Dieterich, IL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Ali EmamiCRD 7946952 · San Diego, CA
  IA Registered
• Joseph Scott EscujuriCRD 7074990 · Boise, ID
  IA Registered
• Joseph FisherCRD 7671881 · Woods Cross, UT
  IA Registered
• Alexander Bryan GoodwinCRD 7797387 · Austin, TX
  IA Registered
• Paul Calvin HickeyCRD 5221123 · Centerville, UT
  IA Registered
• Sarah Victoria HodgesCRD 7520612 · Boise, ID
  IA RegisteredRegistration inactive
• Anthony HuberCRD 7229174 · Boise, ID
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lisa Bianculli HutterCRD 5261566 · Dripping Springs, TX
  IA RegisteredRegistration inactive
• Acen HansenCRD 6629140 · Boise, ID
  IA RegisteredRegistration inactive
• David Joshua JobrackCRD 7913388 · Billings, MT
  IA Registered
• Babak KoorosCRD 7496452 · Newport Beach, CA
  IA Registered
• Sonja H. KurhanewiczCRD 7975325 · Pleasanton, CA
  IA Registered
• John D LaneCRD 5996861 · Meridian, ID
  IA RegisteredRegistration inactive
• James Bruce LewisCRD 4721138 · Honolulu, HI
  IA Registered
  Disclosure event(s) on record
• William Franklin LarsenCRD 7056180 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Edward LeonardCRD 6953092 · Deland, FL
  IA RegisteredRegistration inactive
• Edward MalekanCRD 7219883 · Newport Beach, CA
  IA Registered
• Elana MalekanCRD 5334703 · Calabasas, CA
  IA Registered
  Disclosure event(s) on record
• Justin C MartinCRD 5423666 · Woods Cross, UT
  IA Registered
• Justin David MaxwellCRD 7888418 · West Jordan, UT
  IA Registered
• Ariel Emanuel MoyanoCRD 7313510 · Boynton Beach, FL
  IA Registered
• Robert Todd OakesCRD 7492263 · Burley, ID
  IA Registered
• Anthony PerezCRD 4583581 · Phoenix, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael PondCRD 7864927 · Parkland, FL
  IA Registered
• Nicholas G PondCRD 7257005 · Costa Mesa, CA
  IA Registered
• Jaime RedfernCRD 6862029 · Meridian, ID
  IA Registered
• Vijai Aanand RangarajanCRD 8287834 · Rockville, MD
  IA Registered
• Raygn K.P. RobertsonCRD 8222070 · Woods Cross, UT
  IA Registered
• Thomas Patrick SmithCRD 429070 · Southlake, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Kristina Chuck SabbatiniCRD 6766766 · Gilroy, CA
  IA RegisteredRegistration inactive
• Saravanaraj SathyaseelanCRD 8118681 · Sunnyvale, CA
  IA RegisteredBroker
• Benjamin Cole SchamberCRD 7298559 · Boise, ID
  IA Registered
• Joseph John SchreinerCRD 7448502 · Saint Cloud, FL
  IA RegisteredRegistration inactive
• Carson SkaggsCRD 7485322 · Burley, ID
  IA Registered
• Razell SmartCRD 6787225 · Orlando, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jack Edward TrentCRD 2775158 · Boise, ID
  IA Registered
• Patrick Scott WilsonCRD 4537879 · Costa Mesa, CA
  IA RegisteredRegistration inactive
• Todd Richard WellnitzCRD 7951126 · Alameda, CA
  IA Registered
  Disclosure event(s) on record
• Lincoln Michael WestCRD 7701990 · Woodscross, UT
  IA Registered
• Shawn Edward WheelerCRD 7993931 · Boise, ID
  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.