# Legacy Wealth Management, LLC

> 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.

- CRD: 174767
- Filed as: LEGACY WEALTH MANAGEMENT, LLC
- Also doing business as: ALTURA PRIVATE WEALTH, AXIOM WEALTH SOLUTIONS, LLC, BIG LIFE FINANCIAL, LLC, LEGACY INTEGRATED, LLC, PATHWAY ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boise, ID
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174767
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-wealth-management-llc-boise-id-174767

## Quick answers

**How is Legacy Wealth Management, LLC compensated?**
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.

**What does Legacy Wealth Management, LLC's brochure say about its fees?**
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.

**Where is Legacy Wealth Management, LLC located?**
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).

**Is Legacy Wealth Management, LLC registered with the SEC or a state?**
Legacy Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 174767.

**How much does Legacy Wealth Management, LLC manage?**
Legacy Wealth Management, LLC reports $629,031,199 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**How have Legacy Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Legacy Wealth Management, LLC serve?**
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).

**Which custodians does Legacy Wealth Management, LLC use?**
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.

**Does Legacy Wealth Management, LLC report any disciplinary disclosures?**
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

**What changed in Legacy Wealth Management, LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated May 13, 2026)

- Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $629,031,199
- Discretionary: $629,031,199
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3,135 | $237,947,149 |
| High net worth individuals | 134 | $372,406,592 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 147 | $18,677,458 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 39 total, 39 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174767

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Burley, ID
- Nampa, ID
- Newport Beach, CA
- Woods Cross, UT

### Websites listed on Form ADV (Item 1.I)
- thelwg.com
- legacywealthmg.com
- Facebook @LegacyWealthManagementLLC
- Instagram @legacywealthmanagement
- LinkedIn @legacy-wealth-management-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $120,540,000 | 26 | May 19, 2021 |
| October 2022 | $185,911,229 | 26 | June 6, 2022 |
| October 2023 | $275,886,111 | 36 | June 29, 2023 |
| October 2024 | $373,210,168 | 36 | August 8, 2024 |
| October 2025 | $476,513,737 | 41 | April 7, 2025 |
| October 2026 | $629,031,199 | 39 | May 13, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Wealth Management, LLC (CRD 174767): Form ADV filing data as of October 2026.