LEGACY WEALTH MANAGEMENT, LLC

Tel: 601-499-1970 300 Concourse Blvd, Suite 102 Ridgeland, Mississippi 39157

About LEGACY WEALTH MANAGEMENT, LLC

LEGACY WEALTH MANAGEMENT, LLC is a Ridgeland, Mississippi based financial advisory firm with nearly $421,093,989 in assets under management and provides investment advisory services for 192 clients. There are currently 4 financial advisors at the firm.

General Information
Firm CRD#:

304659

Firm SEC#:

801-117015

Assets Under Management:

$421,093,989

No. of Clients:

192

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Mississippi?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Mississippi, Ridgeland

FirmCRD#:106235
SEC#:801-49071
No. of Advisors:16
No. of Clients:696
AUM:$7,233,687,387
FirmCRD#:114575
SEC#:801-63377
No. of Advisors:110
No. of Clients:6
AUM:$1,341,890,722
FirmCRD#:298398
SEC#:801-114023
No. of Advisors:18
No. of Clients:3008
AUM:$1,148,400,486
FirmCRD#:114968
SEC#:801-61758
No. of Advisors:11
No. of Clients:1209
AUM:$549,792,235
FirmCRD#:311685
SEC#:801-120152
No. of Advisors:9
No. of Clients:760
AUM:$402,944,092
FirmCRD#:113925
SEC#:801-112730
No. of Advisors:5
No. of Clients:1021
AUM:$239,761,389
FirmCRD#:127506
SEC#:801-123626
No. of Advisors:3
No. of Clients:339
AUM:$122,243,528

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© Copyright 2026 WiserAdvisor.com. All Rights Reserved.