Legacy Wealth Management LLC Employee Directory

Q: What is Legacy Wealth Management LLC known for?

Legacy Wealth Management LLC was founded in 2015. Legacy Wealth Management LLC operates in the Investment Management industry.

Q: How many employees does Legacy Wealth Management LLC have currently?

Legacy Wealth Management LLC has approximately 17 employees.

Investment ManagementIdaho, United States11-50 Employees

At Legacy Wealth Management, we manage and preserve wealth utilizing advanced strategies; consistently striving to exceed your expectations allowing you to focus on what matters most in your life.

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

Legacy Wealth Management LLC Global Highlights

North America
11

United States Of America
11

Legacy Wealth Management LLC's Leadership

J. V. V. A.
President (investment Adviser Representative)
Mobile Phone
Email
A. J. M.
Partner - Wealth Advisor - Business Consultant
Mobile Phone
Email
B. C.
Wealth Advisor
Mobile Phone
Email
C. F.
Financial Planner
Mobile Phone
Email
B. N.
Financial Advisor
Mobile Phone
Email
W. H.
Managing Director/ Senior Pm
Mobile Phone
Email

Contact profiles from Legacy Wealth Management LLC

Name

Title

Contact Info

Location

Last Update

J. V. V. A.
President (investment Adviser Representative)
Mobile Phone
Email
United StatesOklahoma
Sep 09, 2025
A. J. M.
Partner - Wealth Advisor - Business Consultant
Mobile Phone
Email
UNITED STATES
May 06, 2024
B. C.
Wealth Advisor
Mobile Phone
Email
United StatesIdaho
Dec 01, 2025
C. F.
Financial Planner
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
B. N.
Financial Advisor
Mobile Phone
Email
United StatesMontana
Nov 10, 2025
W. H.
Managing Director/ Senior Pm
Mobile Phone
Email
United StatesMississippi
Oct 18, 2025

Frequently Asked Questions

What is Legacy Wealth Management LLC known for?

Legacy Wealth Management LLC was founded in 2015 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-208-955-****

. Explore Legacy Wealth Management LLC's company overview page for more information.

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

Legacy Wealth Management LLC employees' email format typically follows the pattern of . 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?

Legacy Wealth Management LLC has approximately 17 employees as of December 2025. These team members are located across 1 continents, including North America.

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

As of December 2025, Legacy Wealth Management LLC's key employees include:

President (investment Adviser Representative): J. V. V. A.
Partner - Wealth Advisor - Business Consultant: A. J. M.
Wealth Advisor: B. C.
Financial Planner: C. F.
Financial Advisor: B. N.

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