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Legacy Wealth Management Group Employee Directory

Investment ManagementIdaho, United States11-50 Employees

Legacy Wealth Management Group is a Boise-based investment management firm that focuses on wealth management and preservation through advanced strategies. As a registered investment adviser, it emphasizes endowment-model investing to help clients pursue long-term goals while freeing them to focus on personal priorities. The practice operates on a small-to-mid-sized scale within the industry, offering tailored guidance for asset preservation and growth.

Recent developments include the 2026 acquisition of Legacy Wealth Management by Modern Wealth Management LLC, a move described as expanding Modern Wealth’s Southeast footprint. Earlier, the firm was recognized in 2024 as one of the Best Financial Advisory Firms of the year by USA Today and Statista, reflecting its advisory capabilities in endowment-model investing.

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

Legacy Wealth Management Group Global Highlights

Location
Employees

North America
7

Minus sign iconPlus sign icon
  • United States Of America
    7

Legacy Wealth Management Group's Leadership

  • Stylized image of a person
    J. V. V. A.
    President (investment Adviser Representative)
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. J. M.
    Partner - Wealth Advisor - Business Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. F.
    Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. A.
    Sales
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. N.
    Financial Advisor
    Phone icon
    Mobile Phone

Legacy Wealth Management Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Legacy Wealth Management Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. V. V. A.
    President (investment Adviser Representative)
    Phone icon
    Mobile Phone
    United StatesOklahoma
    Sep 09, 2025
  • Stylized image of a person
    A. J. M.
    Partner - Wealth Advisor - Business Consultant
    Phone icon
    Mobile Phone
    UNITED STATES
    May 06, 2024
  • Stylized image of a person
    C. F.
    Financial Planner
    Phone icon
    Mobile Phone
    UNITED STATES
    May 02, 2025
  • Stylized image of a person
    D. A.
    Sales
    Phone icon
    Mobile Phone
    United StatesIdaho
    May 05, 2026
  • Stylized image of a person
    B. N.
    Financial Advisor
    Phone icon
    Mobile Phone
    United StatesMontana
    Apr 13, 2026

Frequently Asked Questions

What is Legacy Wealth Management Group known for?

Minus sign iconPlus sign iconLegacy Wealth Management Group 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 Group's company overview page for more information.

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

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

How many employees does Legacy Wealth Management Group have currently?

Minus sign iconPlus sign iconLegacy Wealth Management Group has approximately 17 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

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

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