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Legacy Wealth Management, LLC Employee Directory

Investment ManagementTennessee, United States11-50 Employees

Legacy Wealth Management, LLC is an independent registered investment advisory firm providing fee-only financial planning and portfolio management. It coordinates financial planning and investment oversight to help clients achieve specific financial and life objectives, avoiding commissions. Founded in 1982 and based in Memphis, Tennessee, the employee-owned firm relies on client fees as its sole source of compensation.

The firm serves a nationwide client base, with more than 1,500 clients across 34 states, and reports a 98% retention rate among long-standing clients over the past five years. In 2023 it was ranked No. 78 on CNBC's Financial Advisor 100, reflecting recognition within the industry.

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

Legacy Wealth Management, LLC Global Highlights

Location
Employees

North America
56

Minus sign iconPlus sign icon
  • United States Of America
    56

Legacy Wealth Management, LLC's Leadership

  • Stylized image of a person
    D. M.
    President And Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. T.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. R.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. W.
    Principal, Managing Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. F.
    Managing Partner And Financial Consultant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. G.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. M.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Managing Director
    Phone icon
    Mobile Phone

Legacy Wealth Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Information Technology
  • Administrative
  • Other

Contact profiles from Legacy Wealth Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. W.
    Principal, Managing Partner
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    D. M.
    President And Chief Executive Officer
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    H. F.
    Managing Partner And Financial Consultant
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    K. T.
    President
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. G.
    Partner
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    R. R.
    President
    Phone icon
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    D. M.
    Managing Director
    Phone icon
    Mobile Phone
    Feb 07, 2026
  • Stylized image of a person
    R. S.
    Managing Director
    Phone icon
    Mobile Phone
    Jun 29, 2026
  • Stylized image of a person
    J. B.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
    Mar 24, 2026
  • Stylized image of a person
    B. O.
    Director Of Financial Planning
    Phone icon
    Mobile Phone
    Feb 16, 2026

Frequently Asked Questions

What is Legacy Wealth Management, LLC known for?

Minus sign iconPlus sign iconLegacy Wealth Management, LLC was founded in 1982 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-901-758-****
. Explore Legacy Wealth Management, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconLegacy 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?

Minus sign iconPlus sign iconLegacy Wealth Management, LLC has approximately 22 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • President And Chief Executive Officer: D. M.
  • President: K. T.
  • President: R. R.
  • Principal, Managing Partner: C. W.
  • Managing Partner And Financial Consultant: H. F.

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