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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 03-18-2015
- Office Locations
- 41
Office Locations
About Legacy Wealth Management, LLC
Legacy Wealth Management is a Boise, IDbased RIA helping clients build and protect wealth with integrated financial planning, tax planning, insurance, and business succession guidance. The firm uses ETFs and public funds alongside other strategies as appropriate and custodies primarily at Charles Schwab, working across both retail and institutional relationships.
Reported data analysis
What the numbers show
Between April 7, 2025 and May 13, 2026, reported AUM increased 32.0%, from $476.5M to $629.0M.
Across 5 reported observations, AUM increased 238.4% between November 2, 2022 and May 13, 2026, from $185.9M to $629.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 39 advisory representatives and 3,416 clients, or 87.6 clients per representative. That equates to $184.1K in reported AUM per client.
The profile lists 41 reported office locations and 11 years in operation. The source data was last updated on May 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
ANDY ALBERT RAD
Chief Investment Officer, Managing Member
- CRD
- #6121333
- Ownership
- 75% or more
PETER CARMINE COVINO III
Manager, Managing Member
- CRD
- #3107080
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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SAMUEL ALBERT ALLMAN
--
- CRD
- #6300380
Michael Lawrence Bargetto
--
- CRD
- #8041240
Showing 2 of 58 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $629,031,199 | $192,423 |
| Non-Discretionary | $0 | -- |
| Total | $629,031,199 | $192,423 |
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Separately Managed Accounts
SMA allocation detail is available
Legacy Wealth Management, LLC has reported separately managed account data across 4 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.