Insights

Prestigious Recognition Legacy Wealth Management was ranked No. 78 on the 2023 CNBC Financial Advisor 100 list, highlighting its reputation for excellence and potential for attracting clients seeking top-tier advisory services.

Client-Centric Model With a high client retention rate of 98% and over 1500 clients nationwide, the firm demonstrates strong customer loyalty, indicating opportunities to offer tailored financial technology solutions or client engagement platforms.

Significant Assets Managing over $2.7 billion in assets, Legacy Wealth Management presents opportunities to upsell premium financial planning software, portfolio analytics tools, or scalable core banking solutions.

Technology Stack Utilizing cloud infrastructure (Google Cloud, Cloudflare) and modern development frameworks (React, PHP), the firm may be receptive to innovative tech integrations such as cybersecurity enhancements or next-generation client portals.

Growth Potential Operating within the competitive investment management industry with revenue between $25 million and $50 million, Legacy Wealth Management might be interested in growth-focused financial services, strategic consulting, or advanced data analytics offerings.

Similar companies to Legacy Wealth Management, LLC

Legacy Wealth Management, LLC Tech Stack

Legacy Wealth Management, LLC uses 8 technology products and services including YCharts, Google Cloud, React, and more. Explore Legacy Wealth Management, LLC's tech stack below.

YCharts
Charting
Google Cloud
Infrastructure As A Service
React
Javascript Frameworks
jQuery
Javascript Libraries
Microsoft
Miscellaneous
Ubuntu
Operating Systems
Cloudflare Bot Management
Security
FedEx
Transportation And Fleet Management

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, LLC's Email Address Formats

Legacy Wealth Management, LLC uses at least 1 format(s):

Legacy Wealth Management, LLC 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, LLC's headquarters located?

Legacy Wealth Management, LLC's main headquarters is located at 1715 Aaron Brenner Drive Suite 301 Memphis, Tennessee 38120 United States. The company has employees across 1 continents, including North America.

What is Legacy Wealth Management, LLC's phone number?

You can contact Legacy Wealth Management, LLC'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, LLC's official website and social media links?

Legacy Wealth Management, LLC's official website is legacywealth.com and has social profiles on LinkedIn.

What is Legacy Wealth Management, LLC's NAICS code?

Legacy Wealth Management, LLC's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Legacy Wealth Management, LLC have currently?

As of June 2026, Legacy Wealth Management, LLC has approximately 21 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, LLC's employee directory with LeadIQ.

What industry does Legacy Wealth Management, LLC belong to?

Legacy Wealth Management, LLC operates in the Investment Management industry.

What technology does Legacy Wealth Management, LLC use?

Legacy Wealth Management, LLC's tech stack includes YChartsGoogle CloudReactjQueryMicrosoftUbuntuCloudflare Bot ManagementFedEx.

What is Legacy Wealth Management, LLC's email format?

Legacy Wealth Management, LLC's email format typically follows the pattern of FLast@legacywealth.com. Find more Legacy Wealth Management, LLC email formats with LeadIQ.

When was Legacy Wealth Management, LLC founded?

Legacy Wealth Management, LLC was founded in 1982.

Legacy Wealth Management, LLC

Q: What technology does Legacy Wealth Management, LLC use?

Legacy Wealth Management, LLC's tech stack includes FedEx, Cloudflare, Cloudflare Bot Management, Apache, PHP.

Q: What is Legacy Wealth Management, LLC's NAICS code?

Legacy Wealth Management, LLC's NAICS code is 5239 (Other Financial Investment Activities).

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
1500+ clients nationwide (across 34 states)
$2.7+ billion under management
98% client retention ratio (past 5 years for clients over our minimum)

Company Overview

Headquarters: 1715 Aaron Brenner Drive Suite 301 Memphis, Tennessee 38120 United States
Phone number: +1-901-758-****
Website: legacywealth.com
NAICS Code: 5239 - Other Financial Investment Activities
Founded: 1982
Employees: 11-50