Legacy Wealth Management, LLC

Overview

Legacy Wealth Management, LLC is an SEC registered investment adviser based in Ridgeland, MS, registered since 2019. It reports $459M in assets under management across 193 accounts, with 4 employees. It has 4 investment adviser representatives.

Reported AUM

$459M

Discretionary

86%

Accounts

193

Average account

$2.4M

Employees

4

Advisory reps

4

Registered since

2019

Jurisdictions

4

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

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

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Forbes Lewis Watson Chief Executive Officer, Chief Compliance Officer CRD 1050748

Advisory reps 3 of 4

• Maggie Traxler Hartness Investment Adviser Rep CRD 7535157
• Wilfred W Henderson III Investment Adviser Rep CRD 2646260
• Forbes Lewis Watson Investment Adviser Rep CRD 1050748

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

300 Concourse Blvd Ste 102
Ridgeland, MS 39157

County

Madison

Metro area

Jackson, MS

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: mylegacy.ms

Every state, with registration dates

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