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- Custodian
- BNY Mellon · Charles Schwab & Company · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-26-2019
- Office Locations
- 1
Office Locations
About Legacy Wealth Management, LLC
Legacy Wealth Management is a Mississippi-based wealth manager providing objective financial planning and investment management for individuals and multigenerational families. The team coordinates across taxes, estate planning, banking, real estate, and risk management to align portfolios with lifestyle and legacy goals. Managed portfolios lean heavily on ETFs. Included in Forbes Best-In-State Wealth Advisors (2025; fifth time).
Reported data analysis
What the numbers show
Between October 17, 2025 and July 15, 2026, reported AUM increased 8.9%, from $421.1M to $458.6M.
Across 5 reported observations, AUM increased 45.8% between January 27, 2022 and July 15, 2026, from $314.5M to $458.6M.
Of the latest reported AUM, 85.9% is discretionary and 14.1% is non-discretionary.
The firm reports 3 advisory representatives and 97 clients, or 32.3 clients per representative. That equates to $4.7M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on July 15, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
FORBES LEWIS WATSON
Principal
- CRD
- #1050748
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Maggie Traxler Hartness
Director Of Client Services
- CRD
- #7535157
WILFRED W HENDERSON III
Managing Director & Senior Portfolio Manager
- CRD
- #2646260
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $394,079,662 | $2,074,103 |
| Non-Discretionary | $64,523,544 | $21,507,848 |
| Total | $458,603,206 | $2,376,182 |
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Separately Managed Accounts
SMA allocation detail is available
Legacy Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2025
Review the latest reported holdings
Legacy Wealth Management, LLC's 13F holdings detail is available for Q1 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.