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Legacy Wealth Management, LLC Employee Directory

Investment ManagementTennessee, United States11-50 Employees

Legacy Wealth Management, LLC is an independent registered investment advisory firm providing fee-only financial planning and portfolio management. It coordinates financial planning and investment oversight to help clients achieve specific financial and life objectives, avoiding commissions. Founded in 1982 and based in Memphis, Tennessee, the employee-owned firm relies on client fees as its sole source of compensation.

The firm serves a nationwide client base, with more than 1,500 clients across 34 states, and reports a 98% retention rate among long-standing clients over the past five years. In 2023 it was ranked No. 78 on CNBC's Financial Advisor 100, reflecting recognition within the industry.

Find Legacy Wealth Management, LLC employees' phone numbers or email addresses

Legacy Wealth Management, LLC Global Highlights

Location
Employees

North America
56

Minus sign iconPlus sign icon
  • United States Of America
    56

Legacy Wealth Management, LLC's Leadership

  • President And Chief Executive Officer at Legacy Wealth Management, LLC
    D. M.
    President And Chief Executive Officer
    Mobile Phone
  • President And Chief Executive Officer at Legacy Wealth Management, LLC
    D. M.
    President And Chief Executive Officer
    Mobile Phone
  • President at Legacy Wealth Management, LLC
    K. T.
    President
    Mobile Phone
  • President at Legacy Wealth Management, LLC
    R. R.
    President
    Mobile Phone
  • Principal, Managing Partner at Legacy Wealth Management, LLC
    C. W.
    Principal, Managing Partner
    Mobile Phone
  • Managing Partner And Financial Consultant at Legacy Wealth Management, LLC
    H. F.
    Managing Partner And Financial Consultant
    Mobile Phone
  • Partner at Legacy Wealth Management, LLC
    M. G.
    Partner
    Mobile Phone
  • Managing Director at Legacy Wealth Management, LLC
    R. S.
    Managing Director
    Mobile Phone

Legacy Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Information Technology
  • Other

Contact profiles from Legacy Wealth Management, LLC

Name
Title
Contact
Location
Last Update
  • Director Of Financial Planning at Legacy Wealth Management, LLC
    N. S.
    Director Of Financial Planning
    Mobile Phone
    Apr 28, 2025
  • Senior Portfolio Accountant at Legacy Wealth Management, LLC
    M. S.
    Senior Portfolio Accountant
    Mobile Phone
    Jun 29, 2026
  • Principal at Legacy Wealth Management, LLC
    L. B.
    Principal
    Mobile Phone
    Oct 17, 2024
  • Certified Financial Planner at Legacy Wealth Management, LLC
    K. F.
    Certified Financial Planner
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Legacy Wealth Management, LLC known for?

Minus sign iconPlus sign iconLegacy Wealth Management, LLC was founded in 1982 and operates in the Investment Management industry. You can contact Legacy Wealth Management, LLC's main corporate office by phone at
+1-901-758-****
. Explore Legacy Wealth Management, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconLegacy Wealth Management, LLC employees' email format typically follows the pattern of FLast@legacywealth.com. Trying to find reliable and up-to-date employee contact data? Find more Legacy Wealth Management, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconLegacy Wealth Management, LLC has approximately 23 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Legacy Wealth Management, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Legacy Wealth Management, LLC's key employees include:

  • President And Chief Executive Officer: D. M.
  • President And Chief Executive Officer: D. M.
  • President: K. T.
  • President: R. R.
  • Principal, Managing Partner: C. W.

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