$629.0M Total AUM
$629.0M Disc. AUM
41.7% 3Y CAGR
39 Employees
3,416 ADV. Clients
11 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- PathwayEagle bridge
- Established Date
- 03-18-2015
- Office Locations
- 40
Office Locations
1034 Canyon Bend Dr. #A Dripping Springs TX
10880 Wilshire Blvd. #1112 LOS Angeles CA
110 12th Ave. S. #217 Nampa ID
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.
Team overview
37 AVG AGE
$16.1M AVG AUM / ADVISOR
$184.1K AVG AUM / CLIENT
3.1 yrs AVG TENURE
39 Employees
39 Advisory Reps
39 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Quantum unison Delta vertex North atlas North ember Oak Signal Vertex Alpha atlas Eagle atlas
Client Personas
Signal
Custodian
Pioneer wave Pioneer Bridge element Legacy Unison bridge Vector catalyst
Investment Themes
Insight
Investment Vehicles
Ridge
Platform
Timber atlas
Services
Bridge meridian Prime alpha Fusion foundation Vital Legacy beacon Horizon capital Fusion Atlas peak
Technology
Capital legacy Oak
Owner & Executives
ANDY ALBERT RAD
Chief Investment Officer, Managing Member
- CRD
- #6121333
- Ownership
- 75% or more
(797) 639-8562
oak.catalyst@capitalcapital.com
in linkedin.com/in/meridian-timber
PETER CARMINE COVINO III
Manager, Managing Member
- CRD
- #3107080
- Ownership
- 25% but less than 50%
(345) 776-7108
insight.bridge@summitcapital.com
in linkedin.com/in/zenith-summit
C
Catalyst oak
Meridian summit optima
- CRD
- #69920
- Ownership
- 43.5%
(369) 967-4991
foundation.foundation@timbercapital.com
in linkedin.com/in/summit-zenith
Showing 2 of 6 owners & executives
Unlock allContacts
S
SAMUEL ALBERT ALLMAN
--
- CRD
- #6300380
(362) 308-8211
wave.harbor@alphacapital.com
in linkedin.com/in/focus-atlas
M
Michael Lawrence Bargetto
--
- CRD
- #8041240
(563) 370-1560
zenith.summit@quantumcapital.com
in linkedin.com/in/ember-timber
N
North frontier
Prime bridge
- CRD
- #57710
(949) 663-6969
vital.optima@optimacapital.com
in linkedin.com/in/peak-bridge
Showing 2 of 56 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $629,031,199
Public Funds:
20.5% Equity - Exchange:
27.7% Other:
24.5% Cash:
27.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $320,971,482 | 20.5% |
| Equity - Exchange | $433,702,929 | 27.7% |
| Other | $383,600,064 | 24.5% |
| Cash | $427,440,070 | 27.3% |
| Total | $1,565,714,545 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON MERIDIAN PEAK | PIONEER CAPITAL | WKIJHCO2V | RFG | 2.65% | $67,485,593 |
| QUANTUM MERIDIAN HARBOR | VITAL PIONEER | 577QM19HG | JLC | 1.66% | $40,473,905 |
| NORTH EAGLE PATHWAY | ZENITH ELEMENT | 6M1DXLYDL | VWCKW | 6.96% | $119,343,127 |
| NORTH PATHWAY PEAK | PATHWAY OAK | 3HQYF6EU8 | PKW | 1.02% | $13,059,205 |
| UNISON HARBOR CAPITAL | HORIZON BRIDGE | P2ONPGRPM | NQAD | 6.51% | $93,135,266 |
| TIMBER CREST | MOMENTUM FRONTIER | SK6YCMLC9 | RKS | 5.59% | $72,347,347 |
| PATHWAY GLACIER | VECTOR CATALYST | 1USX45AZA | LEI | 6.33% | $98,328,692 |
| NORTH ALPHA CAPITAL | PEAK LEGACY | 68IO2SFAD | VMASI | 7.87% | $106,449,690 |