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Legacy Wealth Management Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Legacy Wealth Management is a boutique financial services firm focused on helping clients pursue life goals through a combination of objective, independent investment guidance and comprehensive financial planning. Based in Fort Lauderdale, Florida, the firm also maintains a presence in Plantation, serving clients across South Florida and nationwide, backed by a team with more than 175 years of combined experience handling complex financial matters. Its mission centers on making a positive impact on clients and their families, anchored in integrity and transparency, with personalized planning and ongoing service that aim to exceed expectations. Securities are offered through LPL Financial, while investment advice is provided through LWM Advisory Services LLC, a registered investment adviser.

Find Legacy Wealth Management employees' phone numbers or email addresses

Legacy Wealth Management Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Legacy Wealth Management's Leadership

  • Client Services Supervisor at Legacy Wealth Management
    A. M.
    Client Services Supervisor
    Mobile Phone

Legacy Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Information Technology
  • Other
  • Retail

Contact profiles from Legacy Wealth Management

Name
Title
Contact
Location
Last Update
  • Client Services Supervisor at Legacy Wealth Management
    A. M.
    Client Services Supervisor
    Mobile Phone
    Sep 06, 2026

Frequently Asked Questions

What is Legacy Wealth Management known for?

Minus sign iconPlus sign iconLegacy Wealth Management was founded in 1997 and operates in the Financial Services industry. You can contact Legacy Wealth Management's main corporate office by phone at
+1-954-474-****
. Explore Legacy Wealth Management's company overview page for more information.

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

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

How many employees does Legacy Wealth Management have currently?

Minus sign iconPlus sign iconLegacy Wealth Management has approximately 10 employees as of July 2026. These team members are located across 1 continents, including North America.

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

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

  • Client Services Supervisor: A. M.

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