Legacy Wealth Management, LLC

Overview

Legacy Wealth Management, LLC is an SEC registered investment adviser based in Boise, ID, registered since 2018. It reports $629M in assets under management across 3,269 accounts, with 39 employees. It has 52 investment adviser representatives.

Reported AUM

$629M

Discretionary

100%

Accounts

3,269

Average account

$192K

Employees

39

Advisory reps

52

Registered since

2018

Jurisdictions

42

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Other Fees, Percentage of Assets and Performance-Based Fees

Executive officers 3 of 6

• Paul Calvin Hickey Chief Executive Officer CRD 5221123
• Andy Albert Rad Managing Member CRD 6121333
• Justin C Martin Owner CRD 5423666

3 more executive officers, with direct contact details

Advisory reps 3 of 52

• Samuel Albert Allman Insurance Agent · Investment Adviser Rep CRD 6300380
• Michael Lawrence Bargetto Investment Adviser Rep CRD 8041240
• Kyler Burke Investment Adviser Rep CRD 7690044

49 more advisory reps, with emails, phones and branch locations

Location

Headquarters

13965 W Chinden Blvd Ste 100
Boise, ID 83713

County

Ada

Metro area

Boise City, ID

Region

West

Registrations

• SEC registered
• Registered in 42 jurisdictions
• Website: thelwg.com

Every state, with registration dates

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