Insights

Gathering insights about Legacy Wealth Management, Inc. (Memphis, TN)…

Similar companies to Legacy Wealth Management, Inc. (Memphis, TN)

Legacy Wealth Management, Inc. (Memphis, TN) Tech Stack

Legacy Wealth Management, Inc. (Memphis, TN) uses 8 technology products and services including Cloudflare, Microsoft 365, Google Cloud, and more. Explore Legacy Wealth Management, Inc. (Memphis, TN)'s tech stack below.

Cloudflare
Content Management System
Microsoft 365
Email
Google Cloud
Infrastructure As A Service
WP Engine
Platform As A Service
Cloudflare Bot Management
Security
Google Tag Manager
Tag Management
Google Analytics
Web Analytics
Nginx
Web Servers

Media & News

Legacy Wealth Management, Inc. recognized as No. 78 on the 2023 CNBC Financial Advisor 100.
Legacy Wealth Management, based in Memphis, TN, is ranked No. 78 on the 2023 CNBC Financial Advisor 100 list.
Sep 11, 2023 | www.cnbc.com

Legacy Wealth Management, Inc. (Memphis, TN)'s Email Address Formats

Legacy Wealth Management, Inc. (Memphis, TN) uses at least 1 format(s):

Legacy Wealth Management, Inc. (Memphis, TN) Email Formats	Example	Percentage
FLast@legacywealth.com	JDoe@legacywealth.com	40%
FirstL@legacywealth.com	JohnD@legacywealth.com	39%
First.Last@legacywealth.com	John.Doe@legacywealth.com	18%
Last@legacywealth.com	Doe@legacywealth.com	3%

Frequently Asked Questions

Where is Legacy Wealth Management, Inc. (Memphis, TN)'s headquarters located?

Legacy Wealth Management, Inc. (Memphis, TN)'s main headquarters is located at 1715 Aaron Brenner Drive, Suite 301. The company has employees across 1 continents, including North America.

What is Legacy Wealth Management, Inc. (Memphis, TN)'s phone number?

You can contact Legacy Wealth Management, Inc. (Memphis, TN)'s main corporate office by phone at

+1-901-758-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Legacy Wealth Management, Inc. (Memphis, TN)'s official website and social media links?

Legacy Wealth Management, Inc. (Memphis, TN)'s official website is legacywealth.com and has social profiles on LinkedIn.

How much revenue does Legacy Wealth Management, Inc. (Memphis, TN) generate?

As of December 2025, Legacy Wealth Management, Inc. (Memphis, TN)'s annual revenue is estimated to be $526K.

What is Legacy Wealth Management, Inc. (Memphis, TN)'s SIC code NAICS code?

Legacy Wealth Management, Inc. (Memphis, TN)'s SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Legacy Wealth Management, Inc. (Memphis, TN) have currently?

As of December 2025, Legacy Wealth Management, Inc. (Memphis, TN) has approximately 18 employees across 1 continents, including North America. Key team members include Cco: C. A. S.Chief Investment Officer: R. T.President And Chief Executive Officer: D. M.. Explore Legacy Wealth Management, Inc. (Memphis, TN)'s employee directory with LeadIQ.

What industry does Legacy Wealth Management, Inc. (Memphis, TN) belong to?

Legacy Wealth Management, Inc. (Memphis, TN) operates in the Investment Management industry.

What technology does Legacy Wealth Management, Inc. (Memphis, TN) use?

Legacy Wealth Management, Inc. (Memphis, TN)'s tech stack includes CloudflareMicrosoft 365Google CloudWP EngineCloudflare Bot ManagementGoogle Tag ManagerGoogle AnalyticsNginx.

What is Legacy Wealth Management, Inc. (Memphis, TN)'s email format?

Legacy Wealth Management, Inc. (Memphis, TN)'s email format typically follows the pattern of FLast@legacywealth.com. Find more Legacy Wealth Management, Inc. (Memphis, TN) email formats with LeadIQ.

When was Legacy Wealth Management, Inc. (Memphis, TN) founded?

Legacy Wealth Management, Inc. (Memphis, TN) was founded in 1982.

Legacy Wealth Management, Inc. (Memphis, TN)

Investment ManagementTennessee, United States11-50 Employees

Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm.

We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals.  “Because Financial Security Doesn't Just Happen”

Firm Overview
Independent, fee-only Financial Planning and Portfolio Management since 1982
Employee-owned firm compensated solely by client fees, not by commissions
700+ clients nationwide (across 34 states)
$1 + billion under management
98% client retention ratio (past 5 years for clients over our minimum)