Active
LEGACY WEALTH MANAGEMENT INC
Investment Advice|MEMPHIS, TN
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$2.4B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 2.2B |
| Non-Discretionary | 132.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 108619 |
| SEC Number | 801-18073 |
| Street Address | 1715 AARON BRENNER DR. |
| Street Address 2 | SUITE 301 |
| Location | MEMPHIS, TN 38120-1443 |
| Country | United States |
| Phone | 901-758-9006 |
| Fax | 901-758-9007 |
| Total Employees | 21 |
Client Count by Type (1,412 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 786 |
| High Net Worth Individual… | 610 |
| Corporations/Businesses | 11 |
| Charitable Organizations | 5 |
Community Partners
CITY OF BARTLETT
CITY OF GERMANTOWN
CITY OF LAKELAND
CITY OF MEMPHIS
CITY OF MILLINGTON
COUNTY OF SHELBY
TOWN OF COLLIERVILLE
CITY OF BARTLETT
CITY OF GERMANTOWN
CITY OF LAKELAND
CITY OF MEMPHIS
CITY OF MILLINGTON
COUNTY OF SHELBY
TOWN OF COLLIERVILLE
CITY OF BARTLETT
CITY OF GERMANTOWN
CITY OF LAKELAND
CITY OF MEMPHIS
CITY OF MILLINGTON
COUNTY OF SHELBY
TOWN OF COLLIERVILLE
Municipal Government
7 Active
7
Organizations
CENTER CITY COMMISSION
CITY OF MEMPHIS AND SHELBY COUNTY COMMUNITY REDEVELOPMENT AGENCY
MEMPHIS AREA TRANSIT AUTHORITY
MEMPHIS HOUSING AUTHORITY
MEMPHIS LIGHT GAS & WATER
MEMPHIS-SHELBY COUNTY AIRPORT AUTHORITY
MEMPHIS & SHELBY COUNTY PORT COMMISSION
MILLINGTON AIRPORT AUTHORITY
MILLINGTON HOUSING AUTHORITY
PROPERTY POWER AND PRESERVATION
SHELBY COUNTY SOIL CONSERVATION DISTRICT
CENTER CITY COMMISSION
CITY OF MEMPHIS AND SHELBY COUNTY COMMUNITY REDEVELOPMENT AGENCY
MEMPHIS AREA TRANSIT AUTHORITY
MEMPHIS HOUSING AUTHORITY
MEMPHIS LIGHT GAS & WATER
MEMPHIS-SHELBY COUNTY AIRPORT AUTHORITY
MEMPHIS & SHELBY COUNTY PORT COMMISSION
MILLINGTON AIRPORT AUTHORITY
MILLINGTON HOUSING AUTHORITY
PROPERTY POWER AND PRESERVATION
SHELBY COUNTY SOIL CONSERVATION DISTRICT
CENTER CITY COMMISSION
CITY OF MEMPHIS AND SHELBY COUNTY COMMUNITY REDEVELOPMENT AGENCY
MEMPHIS AREA TRANSIT AUTHORITY
MEMPHIS HOUSING AUTHORITY
MEMPHIS LIGHT GAS & WATER
MEMPHIS-SHELBY COUNTY AIRPORT AUTHORITY
MEMPHIS & SHELBY COUNTY PORT COMMISSION
MILLINGTON AIRPORT AUTHORITY
MILLINGTON HOUSING AUTHORITY
PROPERTY POWER AND PRESERVATION
SHELBY COUNTY SOIL CONSERVATION DISTRICT
Special District
11 Active
11
Organizations
ARLINGTON COMMUNITY SCHOOLS DISTRICT
BARTLETT CITY SCHOOLS DISTRICT
BRIDGING THE GAP ENTERPRISES INCORPORATED CDC
COLLIERVILLE SCHOOLS DISTRICT
GERMANTOWN MUNICIPAL SCHOOL DISTRICT
LAKELAND SCHOOL SYSTEM DISTRICT
MILLINGTON MUNICIPAL SCHOOLS DISTRICT
SHELBY COUNTY SCHOOL DISTRICT
TOWN OF ARLINGTON
ARLINGTON COMMUNITY SCHOOLS DISTRICT
BARTLETT CITY SCHOOLS DISTRICT
BRIDGING THE GAP ENTERPRISES INCORPORATED CDC
COLLIERVILLE SCHOOLS DISTRICT
GERMANTOWN MUNICIPAL SCHOOL DISTRICT
LAKELAND SCHOOL SYSTEM DISTRICT
MILLINGTON MUNICIPAL SCHOOLS DISTRICT
SHELBY COUNTY SCHOOL DISTRICT
TOWN OF ARLINGTON
ARLINGTON COMMUNITY SCHOOLS DISTRICT
BARTLETT CITY SCHOOLS DISTRICT
BRIDGING THE GAP ENTERPRISES INCORPORATED CDC
COLLIERVILLE SCHOOLS DISTRICT
GERMANTOWN MUNICIPAL SCHOOL DISTRICT
LAKELAND SCHOOL SYSTEM DISTRICT
MILLINGTON MUNICIPAL SCHOOLS DISTRICT
SHELBY COUNTY SCHOOL DISTRICT
TOWN OF ARLINGTON
School District
9 Active
9
Organizations
100 BLACK MEN OF MEMPHIS INC
10TH DISTRICT TENNESSEE VFW AUXILIARY
19 CANDLES
1 DOUGLASS
2833 EXCHANGE CLUB OF BARTLETT TN
28676741 SHELBY COUNTY GOVERNMENT TOASTMASTERS
29 11 YOUTH CENTER INC
2ND CHANCE AT LIVING
2ND CHANCE AT LIVING
310TH BOMB WING VETERANG HISTORICAL
3 WISHES FOR HER
449 TRANSITONAL LIVING FACILITY
450M FOR MEMPHIS
4-REAL MINISTRIES INC
4 U FOUNDATION INC
516 FOUNDATION INC
5 SENSES LEARNING
7934387 GO VIRAL TOASTMASTERS
901 AMATEUR RACING INC
901 BFIT INC
100 BLACK MEN OF MEMPHIS INC
10TH DISTRICT TENNESSEE VFW AUXILIARY
19 CANDLES
1 DOUGLASS
2833 EXCHANGE CLUB OF BARTLETT TN
28676741 SHELBY COUNTY GOVERNMENT TOASTMASTERS
29 11 YOUTH CENTER INC
2ND CHANCE AT LIVING
2ND CHANCE AT LIVING
310TH BOMB WING VETERANG HISTORICAL
3 WISHES FOR HER
449 TRANSITONAL LIVING FACILITY
450M FOR MEMPHIS
4-REAL MINISTRIES INC
4 U FOUNDATION INC
516 FOUNDATION INC
5 SENSES LEARNING
7934387 GO VIRAL TOASTMASTERS
901 AMATEUR RACING INC
901 BFIT INC
100 BLACK MEN OF MEMPHIS INC
10TH DISTRICT TENNESSEE VFW AUXILIARY
19 CANDLES
1 DOUGLASS
2833 EXCHANGE CLUB OF BARTLETT TN
28676741 SHELBY COUNTY GOVERNMENT TOASTMASTERS
29 11 YOUTH CENTER INC
2ND CHANCE AT LIVING
2ND CHANCE AT LIVING
310TH BOMB WING VETERANG HISTORICAL
3 WISHES FOR HER
449 TRANSITONAL LIVING FACILITY
450M FOR MEMPHIS
4-REAL MINISTRIES INC
4 U FOUNDATION INC
516 FOUNDATION INC
5 SENSES LEARNING
7934387 GO VIRAL TOASTMASTERS
901 AMATEUR RACING INC
901 BFIT INC
Nonprofit Organization
5532 Active
5532
Organizations
Community Partners77 organizations
CITY OF BARTLETT
Municipal Government·BARTLETT
CITY OF LAKELAND
Municipal Government·ARLINGTON
CITY OF MILLINGTON
Municipal Government·MILLINGTON
CENTER CITY COMMISSION
Special District·MEMPHIS
CITY OF MEMPHIS AND SHELBY COUNTY COMMUNITY REDEVELOPMENT AGENCY
Special District·MEMPHIS
MEMPHIS AREA TRANSIT AUTHORITY
Special District·MEMPHIS
MEMPHIS HOUSING AUTHORITY
Special District·MEMPHIS
MEMPHIS LIGHT GAS & WATER
Special District·MEMPHIS
MEMPHIS-SHELBY COUNTY AIRPORT AUTHORITY
Special District·MEMPHIS
MEMPHIS & SHELBY COUNTY PORT COMMISSION
Special District·MEMPHIS
MILLINGTON HOUSING AUTHORITY
Special District·MILLINGTON
PROPERTY POWER AND PRESERVATION
Special District·MEMPHIS
BRIDGING THE GAP ENTERPRISES INCORPORATED CDC
School District·MEMPHIS
100 BLACK MEN OF MEMPHIS INC
Nonprofit Organization·Memphis
10TH DISTRICT TENNESSEE VFW AUXILIARY
Nonprofit Organization·Memphis
19 CANDLES
Nonprofit Organization·MEMPHIS
1 DOUGLASS
Nonprofit Organization·MEMPHIS
2833 EXCHANGE CLUB OF BARTLETT TN
Nonprofit Organization·Arlington
28676741 SHELBY COUNTY GOVERNMENT TOASTMASTERS
Nonprofit Organization·Memphis
29 11 YOUTH CENTER INC
Nonprofit Organization·Memphis
2ND CHANCE AT LIVING
Nonprofit Organization·MEMPHIS
2ND CHANCE AT LIVING
Nonprofit Organization·MEMPHIS
310TH BOMB WING VETERANG HISTORICAL
Nonprofit Organization·Germantown
3 WISHES FOR HER
Nonprofit Organization·Millington
449 TRANSITONAL LIVING FACILITY
Nonprofit Organization·Memphis
450M FOR MEMPHIS
Nonprofit Organization·MEMPHIS
4-REAL MINISTRIES INC
Nonprofit Organization·Memphis
4 U FOUNDATION INC
Nonprofit Organization·Memphis
516 FOUNDATION INC
Nonprofit Organization·Memphis
5 SENSES LEARNING
Nonprofit Organization·Bartlett
7934387 GO VIRAL TOASTMASTERS
Nonprofit Organization·Memphis
901 AMATEUR RACING INC
Nonprofit Organization·Germantown
901 BFIT INC
Nonprofit Organization·MEMPHIS
901 FERAL PROJECT
Nonprofit Organization·Millington
901 GIRLS WITH GOALS INC
Nonprofit Organization·Memphis
901 GIVES CHARITABLE FOUNDATION
Nonprofit Organization·Lakeland
901 HARM REDUCTION
Nonprofit Organization·Memphis
901 PARKINSONS FIGHTERS
Nonprofit Organization·Memphis
901 PETALS OF PURPOSE
Nonprofit Organization·Memphis
901 QUEENZ MODEL MOVEMENT
Nonprofit Organization·Memphis
901 UMMAH
Nonprofit Organization·Memphis
901 WELLNESS INITIATIVE
Nonprofit Organization·Memphis
930 FRIENDS
Nonprofit Organization·MEMPHIS
95FOUNDATION
Nonprofit Organization·MILLINGTON
9 LIVES & COMPANY LLC
Nonprofit Organization·MEMPHIS
AALAS FOUNDATION
Nonprofit Organization·MEMPHIS
ABBAS HELPING HANDS
Nonprofit Organization·Memphis
ABBEYS ARMY INC
Nonprofit Organization·Bartlett
ABC OF WEST TENNESSEE EDUCATION TRUST
Nonprofit Organization·MEMPHIS
ABCS OF LIFE INC
Nonprofit Organization·Germantown
A Better 901 Inc
Nonprofit Organization·Memphis
A BETTER CHOICE OUTREACH
Nonprofit Organization·Germantown
A BETTER GOOD MAN
Nonprofit Organization·MEMPHIS
A BETTER JOURNEY CORP
Nonprofit Organization·Memphis
A BETTER LIFE FOR EMPOWERMENT
Nonprofit Organization·MEMPHIS
ABETTERMEMPHIS COM INC
Nonprofit Organization·MEMPHIS
A BRIGHTER FUTURE
Nonprofit Organization·Memphis
Abundance Academy Inc
Nonprofit Organization·Millington
ABUNDANT EARTH GLOBAL CDC
Nonprofit Organization·Memphis
ABUNDANT KINGDOM MINISTRY CENTER
Nonprofit Organization·Germantown
Abyssinian Community Services
Nonprofit Organization·MEMPHIS
ACACIA CHAPTER NO 201 ORDER OF EASTERN STAR
Nonprofit Organization·Memphis
ACADEMIC AND COMMUNITY EXCELLENCE INCORPORATED
Nonprofit Organization·Memphis