{
  "crd_number": 174767,
  "slug": "legacy-wealth-management-llc-boise-id-174767",
  "primary_business_name": "LEGACY WEALTH MANAGEMENT, LLC",
  "legal_name": "LEGACY WEALTH MANAGEMENT, LLC",
  "dbas": [
    "ALTURA PRIVATE WEALTH",
    "AXIOM WEALTH SOLUTIONS, LLC",
    "BIG LIFE FINANCIAL, LLC",
    "LEGACY INTEGRATED, LLC",
    "PATHWAY ADVISORS, LLC"
  ],
  "city": "Boise",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "14260",
  "metro": {
    "cbsa_code": "14260",
    "common_name": "Boise City",
    "msa_name": "Boise City, ID",
    "path": "/advisors/id/boise-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-06-21",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-05-13",
  "carried_forward": false,
  "raum_total": 629031199.0,
  "raum_discretionary": 629031199.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 39,
  "advisory_employees": 39,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 237947149.0,
      "count": 3135
    },
    "pension_profit_sharing": {
      "raum": 18677458.0,
      "count": 147
    },
    "high_net_worth_individuals": {
      "raum": 372406592.0,
      "count": 134
    }
  },
  "compensation_types": [
    "fixed",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AL",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "HI",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "MT",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://facebook.com/LegacyWealthManagementLLC",
    "https://instagram.com/legacywealthmanagement",
    "https://linkedin.com/company/legacy-wealth-management-group/about",
    "https://thelwg.com",
    "https://www.legacywealthmg.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174767",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "BOISE",
  "url": "https://advisorcensus.com/firm/legacy-wealth-management-llc-boise-id-174767",
  "display_name": "Legacy Wealth Management, LLC",
  "summary": "Legacy Wealth Management, LLC is an SEC-registered investment advisory firm in Boise, ID, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.",
  "citation": "AdvisorCensus. Legacy Wealth Management, LLC (CRD 174767): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Legacy Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Legacy Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "How much does Legacy Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated May 13, 2026 states: Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Legacy Wealth Management, LLC located?",
      "a": "Legacy Wealth Management, LLC's principal office is in Boise, ID, according to its Form ADV; the June 2026 filing also lists 4 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Legacy Wealth Management, LLC registered with the SEC or a state?",
      "a": "Legacy Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 174767."
    },
    {
      "q": "How much does Legacy Wealth Management, LLC manage?",
      "a": "Legacy Wealth Management, LLC reports $629,031,199 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary)."
    },
    {
      "q": "How have Legacy Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Legacy Wealth Management, LLC: Regulatory assets under management: $120,540,000 in the October 2021 data and $629,031,199 in the October 2026 data, up 422%. Total employees: 26 in October 2021 and 39 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Legacy Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3,135); pension and profit sharing plans (but not the plan participants or government pension plans) (147); high net worth individuals (134)."
    },
    {
      "q": "Which custodians does Legacy Wealth Management, LLC use?",
      "a": "Legacy Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Legacy Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174767"
    },
    {
      "q": "What changed in Legacy Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: No longer lists the business name Pllar Capital, LLC. Added the business name Legacy Integrated, LLC. Added the business name Altura Private Wealth. Its Item 11 disclosure answers changed. Employees performing advisory functions went from 35 to 39. Regulatory assets under management went from $476,513,737 to $629,031,199 (+32%). Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 120540000.0,
      "total_employees": 26,
      "filing_date": "2021-05-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 185911229.0,
      "total_employees": 26,
      "filing_date": "2022-06-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 275886111.0,
      "total_employees": 36,
      "filing_date": "2023-06-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 373210168.0,
      "total_employees": 36,
      "filing_date": "2024-08-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 476513737.0,
      "total_employees": 41,
      "filing_date": "2025-04-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 629031199.0,
      "total_employees": 39,
      "filing_date": "2026-05-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "No longer lists the business name Pllar Capital, LLC.",
        "Added the business name Legacy Integrated, LLC.",
        "Added the business name Altura Private Wealth.",
        "Its Item 11 disclosure answers changed.",
        "Employees performing advisory functions went from 35 to 39.",
        "Regulatory assets under management went from $476,513,737 to $629,031,199 (+32%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2.5% of assets a year",
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our advisory fees are negotiable and range from 0.0% to 2.50% of total assets.",
          "Except in situations involving a performance based fee arrangement, Legacy charges an annual fee of up to 2.50% on assets under management."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 2.5,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our advisory fees are negotiable and range from 0.0% to 2.50% of total assets.",
      "Except in situations involving a performance based fee arrangement, Legacy charges an annual fee of up to 2.50% on assets under management."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/legacy-wealth-management-llc-boise-id-174767.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3135,
      "fewer_than_5": false,
      "raum": 237947149.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 134,
      "fewer_than_5": false,
      "raum": 372406592.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 147,
      "fewer_than_5": false,
      "raum": 18677458.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/174767",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}