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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).
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
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
--
- CRD
- #2646260
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $394,079,662 | $6,275,789 |
| Non-Discretionary | $64,523,544 | $9,946,062 |
| Total | $458,603,206 | $6,594,943 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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