Legacy Wealth Management, LLC
Firm details
- Headquarters
- Ridgeland, Mississippi
- CRD number
- 304659
- Registered since
- July 26, 2019
- Website
- mylegacy.ms
- Custodians
- SEI INVESTMENTS DISTRIBUTION CO., CHARLES SCHWAB & CO., INC., PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.99%
- Individuals3.55%
- Charitable Organizations2.46%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Legacy Wealth Management, LLC operates as an independent registered investment adviser organized as an LLC and SEC-registered since 2019. The firm serves individual and family clients as well as institutional accounts, charging fees as a percentage of assets under management. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party investment managers, reflecting its role as a capital allocator rather than a product sponsor. Legacy does not identify as an active ESG investor and is not designated as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds26%
- State & Local Bonds10%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds4%
Owners & executives
1 of 1Forbes Watson
Chief Executive OfficerCRD 1050748
Contacts
3 of 3
Wilfred Henderson
Investment Advisor RepresentativeCRD 2646260
Reid Watson
DirectorCRD 7832093
Maggie Hartness
Director of Client ServicesCRD 7535157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Ridgeland, MS
Madison
Location
Ridgeland, MS
Headquartered in Ridgeland, MS, anchoring the Jackson-Vicksburg-Brookhaven, MS metro in the South.
- Metro area
- Jackson-Vicksburg-Brookhaven, MS
- Region
- South
- County
- Madison
- Address
- 300 Concourse Blvd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Argent Wealth, LLC
RIARidgeland, MS
New Perspectives, Inc.
RIARidgeland, MS
Element Wealth, LLC
RIARidgeland, MS
Easley Investment Consultants, Inc.
RIARidgeland, MS
Davenport Watts & Drake Investment Advisors, LLC
RIARidgeland, MS
Renaissance Advisors
RIARidgeland, MS