Data / Investment advisers / Idaho / Legacy Wealth Management, LLC
Legacy Wealth Management, LLC, Boise, ID: $629 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Legacy Wealth Management, LLC is an SEC registered investment adviser with its main office in Boise, Idaho and reports $629 million in regulatory assets under management in its Form ADV filed May 13, 2026. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 174767
- SEC file number
- 801-113480
- SEC status
- Approved, effective June 21, 2018
- Main office
- 13965 W. Chinden Blvd. Suite 100, Boise, ID 83713
- Phone
- (208) 955-0500
- Regulatory AUM
- $629,031,199 in the Form ADV filed May 13, 2026
- Discretionary AUM
- $629,031,199
- Accounts
- 3,269
- Employees
- 39, of which 39 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees, other fees
- Other offices
- 21
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- May 13, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 134 | $372.4 million |
| Individuals (other than high net worth individuals) | 3,135 | $237.9 million |
| Pension and profit sharing plans | 147 | $18.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $629 million | March 31, 2026 |
| December 1, 2025 | $476.5 million | April 7, 2025 |
Other advisers in Boise
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Aspen Capital Management, LLC | Boise | $1.34 billion | Not listed | adviserinfo.sec.gov |
| Mountain Pacific Investment Advisers, LLC | Boise | $933.7 million | Not listed | adviserinfo.sec.gov |
| Teleo Capital Management LLC | Boise | $894.1 million | 8 | adviserinfo.sec.gov |
| Perspective Wealth Partners, LLC | Boise | $843.9 million | Not listed | adviserinfo.sec.gov |
| Helmstar Wealth Management | Boise | $785.6 million | Not listed | adviserinfo.sec.gov |
| Freedom Fiduciaries LLC | Boise | $584.6 million | Not listed | adviserinfo.sec.gov |
| Berkeley, Inc | Boise | $573.9 million | Not listed | adviserinfo.sec.gov |
| Wood Tarver Financial | Boise | $489 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Boise, ID
- Investment advisers in Idaho
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Legacy Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.