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Legacy Wealth Management Logo
Legacy Wealth Management Growth Score
83
CB Rank
667169
Heat Score
55
Legacy Wealth Management works with clients only within a select segment of the local population
Founded
obfuscation
Private Memphis, Tennessee, United States11-50 www.legacywealth.com
Crowdfunding
Financial Services
Insurance
Overview

Legacy Wealth Management
Growth Score
83
Heat Score
55

Growth Score83
-8 pts
in past quarter
Heat Score 55
-35 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Legacy Wealth Management

CB Rank
667169
Legacy Wealth Management works with clients only within a select segment of the local population
Founded
obfuscation
Private Memphis, Tennessee, United States11-50 www.legacywealth.com
Crowdfunding
Financial Services
Insurance

Key People

Details

Legal Name Legacy Wealth Management, Inc.
Operating Status Active
Company Type For Profit
Phone Number (901) 758-9006
Contact Email legacy@legacywealth.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning
A service that helps clients create and manage comprehensive financial plans tailored to their goals, such as retirement or education funding.
Investment Management
Managing client portfolios by maintaining balance with financial plans and adjusting asset allocation as needed to align with client goals.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 46

Employee Profiles

News

News and Press

News•Apr 2, 2026
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News•Jul 8, 2022
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

776

IT Spend

$161.1KThis year, Legacy Wealth Management is projected to spend $161.1K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Intel Corporation Logo
Intel Corporation
100
Intel (INTC) Logo
Intel (INTC)
100
Contact Management Software Logo
Contact Management Software
95

Active Website Tech Count

31Legacy Wealth Management is actively using 31 technologies for its website, according to BuiltWith. These include Viewport Meta, LetsEncrypt, and  U.S. Server Location.

Total IP

4Legacy Wealth Management has registered 4 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Legacy Wealth Management's headquarters? Legacy Wealth Management is located in Memphis, Tennessee, United States.Who are Legacy Wealth Management's competitors? Alternatives and possible competitors to Legacy Wealth Management may include Fidelity, Creative Planning, and  HighTower Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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