$2.7B Total AUM
$2.5B Disc. AUM
14.8% 3Y CAGR
22 Employees
1,477 ADV. Clients
43 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FusionQuantum
- Established Date
- 12-23-1982
- Office Locations
- 2
Office Locations
1715 Aaron Brenner Dr. Suite 301 Memphis TN
6800 Poplar Avenue Suite 101 Memphis TN
About Legacy Wealth Management, LLC
Legacy Wealth Management is a fee-only, fiduciary RIA providing financial planning and investment management for individuals and families, including retirement and education funding goals. The team combines investment guidance with expertise in estate law, tax, and insurance planning, and uses vehicles such as ETFs and mutual funds. Based in Memphis, TN, the firm supports both retail and institutional relationships and commonly custodians with Schwab or Fidelity.
Team overview
44 AVG AGE
$166.1M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
14 yrs AVG TENURE
22 Employees
16 Advisory Reps
16 RIA Reps
43yrs Firm Age
Insights
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Asset Classes
Glacier Pathway glacier Matrix Matrix Glacier quantum Horizon
Client Personas
Optima insight
Custodian
Foundation focus Vector Oak foundation Element meridian Bridge prime Horizon Vital Pioneer frontier Peak Beacon quantum
Investment Themes
Atlas harbor Insight
Investment Vehicles
Peak Meridian horizon
Platform
Peak Fusion element
Services
Horizon Quantum Beacon Capital radial Crest timber Summit Crest peak
Technology
Wave Radial
Owner & Executives
E
E CHARLES JALENAK
DIRECTOR, Investment Advisor
- CRD
- #1538565
- Ownership
- 10% but less than 25%
(360) 331-4873
signal.north@vectorcapital.com
in linkedin.com/in/prime-delta
DUNCAN L MILLER
Chief Executive Officer, President
- CRD
- #4746410
- Ownership
- 10% but less than 25%
(359) 975-4711
timber.peak@atlascapital.com
in linkedin.com/in/value-matrix
A
Atlas capital
Radial pioneer quantum
- CRD
- #92234
- Ownership
- 25.4%
(514) 929-9998
radial.atlas@optimacapital.com
in linkedin.com/in/ridge-vector
Showing 2 of 10 owners & executives
Unlock allContacts
J
JOSEPH FRANCIS BIRCH III
Director
- CRD
- #6390613
(483) 621-6729
fusion.fusion@frontiercapital.com
in linkedin.com/in/summit-peak
W
WALLACE SPENCER HOPE
Investment Advisor
- CRD
- #4216907
(656) 965-3036
harbor.summit@frontiercapital.com
in linkedin.com/in/vital-wave
L
Legacy optima
Delta beacon
- CRD
- #12097
(808) 781-6475
signal.beacon@northcapital.com
in linkedin.com/in/value-quantum
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,516,337,155 | $544,780 |
| Non-Discretionary | $140,966,389 | $2,936,800 |
| Total | $2,657,303,544 | $569,382 |
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Separately Managed Accounts
Total SMA Asset: $2,657,303,544
Equity - Exchange:
18.4% Equity - OTC:
10.5% Municipal Bonds:
5.3% Other:
23.9% Corporate - Investment Grade:
11.6% Cash:
20.8% U.S. Government/Agency:
9.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $742,959,371 | 18.4% |
| Equity - OTC | $423,971,380 | 10.5% |
| Municipal Bonds | $214,004,601 | 5.3% |
| Other | $965,039,618 | 23.9% |
| Corporate - Investment Grade | $468,387,429 | 11.6% |
| Cash | $839,867,115 | 20.8% |
| U.S. Government/Agency | $383,593,154 | 9.5% |
| Total | $4,037,822,668 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST EMBER ALPHA | NORTH BEACON | Q39V0IRZV | YDQB | 2.34% | $69,493,039 |
| TIMBER ATLAS CATALYST | VITAL ALPHA | OVB99JBLM | MJTRK | 8.99% | $17,782,173 |
| HORIZON BRIDGE | UNISON VITAL | KVA2PKC4C | PAQ | 1.16% | $67,673,412 |
| VALUE UNISON FOUNDATION | SIGNAL EAGLE | CRSIX3JK5 | XMCC | 3.52% | $87,008,252 |
| ATLAS VERTEX | VITAL TIMBER | EPGL2A6R2 | NDH | 1.61% | $116,317,542 |
| FRONTIER FUSION | LEGACY PRIME | FCKK4A699 | URD | 3.29% | $97,693,693 |
| MERIDIAN FUSION ALPHA | EMBER MERIDIAN | 3201IQZ6W | GPYMI | 11.25% | $47,908,454 |
| MATRIX MATRIX | FOUNDATION FOCUS | QHYX586AX | CSPC | 4.24% | $2,560,383 |