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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 12-23-1982
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between March 10, 2025 and March 13, 2026, reported AUM increased 12.7%, from $2.4B to $2.7B.
Across 5 reported observations, AUM increased 28.0% between February 22, 2022 and March 13, 2026, from $2.1B to $2.7B.
Of the latest reported AUM, 94.7% is discretionary and 5.3% is non-discretionary.
The firm reports 16 advisory representatives and 1,477 clients, or 92.3 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 2 reported office locations and 43 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Legacy Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
E CHARLES JALENAK
DIRECTOR, Investment Advisor
- CRD
- #1538565
- Ownership
- 10% but less than 25%
DUNCAN L MILLER
Chief Executive Officer, President
- CRD
- #4746410
- Ownership
- 10% but less than 25%
Showing 2 of 10 owners & executives
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JOSEPH FRANCIS BIRCH III
Director
- CRD
- #6390613
WALLACE SPENCER HOPE
Investment Advisor
- CRD
- #4216907
Showing 2 of 17 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Legacy Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Legacy Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.