Legacy Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 174767
· SEC file 801-113480
· Boise, ID
· www.facebook.com
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ADV data as of May 13, 2026
- Regulatory AUM
- $629M
- Discretionary
- $629M
- Clients
- 3,416
- Avg AUM / client
- $184K
- Accounts
- 3,269
- Employees
- 39
AUM over time
$107M
$629M
May 2018
May 2026
Annual snapshots from Form ADV filings · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,135 | $238M | 37.8% |
| High net worth individuals | 134 | $372M | 59.2% |
| Pension and profit sharing plans | 147 | $18.7M | 2.97% |
People (56)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andy Albert Rad | Managing Member | Mar 2015 (11y) | 75% or more | |
| Justin C Martin | Chief Executive Officer | Oct 2018 (8y) | Less than 5% | |
| Martin, Sean, R. | Chief Compliance Officer & Chief Operations Officer | Nov 2023 (3y) | Less than 5% | |
| Acen Hansen | Registered representative | Jun 2017 (9y) | ||
| Lydon Joseph Crane | Registered representative | Jan 2019 (8y) | ||
| Joseph Scott Escujuri | Registered representative | Mar 2019 (7y) | ||
| Brian Crane | Registered representative | Jul 2019 (7y) | ||
| Caleb Andrew Howard | Registered representative | Jul 2019 (7y) | ||
| Dustin Lloyd | Registered representative | Aug 2020 (6y) | ||
| Benjamin Cole Schamber | Registered representative | Oct 2020 (6y) | ||
| Jaime Redfern | Registered representative | Feb 2021 (5y) | ||
| Patrick Scott Wilson | Registered representative | Jul 2021 (5y) | ||
| Samuel Albert Allman | Registered representative | Aug 2021 (5y) | ||
| Robert Todd Oakes | Registered representative | Jan 2022 (5y) | ||
| Carson Skaggs | Registered representative | Mar 2022 (4y) | ||
| Michael Ian Dunlap | Registered representative | CFP | Nov 2022 (4y) | |
| Joseph Fisher | Registered representative | Jan 2023 (4y) | ||
| Kyler Burke | Registered representative | Feb 2023 (3y) | ||
| Lincoln Michael West | Registered representative | Apr 2023 (3y) | ||
| Laura Jean Dill | Registered representative | May 2023 (3y) | ||
| David Gerald Condensa | Registered representative | Oct 2023 (3y) | ||
| John D Lane | Registered representative | CFP | Oct 2023 (3y) | |
| Edward Malekan | Registered representative | Jan 2024 (3y) | ||
| Justin David Maxwell | Registered representative | Mar 2024 (2y) | ||
| Thomas Patrick Smith | Registered representative | May 2024 (2y) | ||
| David Joshua Jobrack | Registered representative | Oct 2024 (2y) | ||
| Ali Emami | Registered representative | Oct 2024 (2y) | ||
| Elana Malekan | Registered representative | Oct 2024 (2y) | ||
| Nancy Minyi Zheng | Registered representative | Oct 2024 (2y) | ||
| Sonja H. Kurhanewicz | Registered representative | Oct 2024 (2y) | ||
| Todd Richard Wellnitz | Registered representative | Oct 2024 (2y) | ||
| Nicholas G Pond | Registered representative | Nov 2024 (2y) | ||
| Anthony Perez | Registered representative | CFP | Nov 2024 (2y) | |
| Babak Kooros | Registered representative | Jan 2025 (2y) | ||
| Razell Smart | Registered representative | Jan 2025 (2y) | ||
| Michael Lawrence Bargetto | Registered representative | Feb 2025 (1y) | ||
| Anthony Huber | Registered representative | CFP | Feb 2025 (1y) | |
| Shawn Edward Wheeler | Registered representative | Feb 2025 (1y) | ||
| Ariel Emanuel Moyano | Registered representative | CFP | May 2025 (1y) | |
| Sarah Victoria Hodges | Registered representative | Sep 2025 (1y) | ||
| Kristina Chuck Sabbatini | Registered representative | Sep 2025 (1y) | ||
| Joseph John Schreiner | Registered representative | Sep 2025 (1y) | ||
| Peter Carmine Covino | Registered representative | Oct 2025 (1y) | ||
| Saravanaraj Sathyaseelan | Registered representative | Nov 2025 (1y) | ||
| Matthew Ernest De Pretis | Registered representative | Nov 2025 (1y) | ||
| James Bruce Lewis | Registered representative | Nov 2025 (1y) | ||
| Edward Leonard | Registered representative | Dec 2025 (1y) | ||
| Miguel A Delgado | Registered representative | CFP | Dec 2025 (1y) | |
| William Franklin Larsen | Registered representative | Jan 2026 (1y) | ||
| Jack Edward Trent | Registered representative | Jan 2026 (1y) | ||
| Michael Pond | Registered representative | Feb 2026 (0y) | ||
| Raygn K.P. Robertson | Registered representative | Feb 2026 (0y) | ||
| Vijai Aanand Rangarajan | Registered representative | Jun 2026 (0y) | ||
| Paul Calvin Hickey | Registered representative | Jun 2026 (0y) | ||
| Lisa Bianculli Hutter | Registered representative | Jun 2026 (0y) | ||
| Alexander Bryan Goodwin | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 1.48 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • ALTERNATIVE DUE DILIGENCE FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $424M (67% of AUM) May 2026
- Community National Bank $6.4M (2% of AUM) Jan 2024
- Nuview Trust Company $257K (0% of AUM) Jan 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗