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Wealth Manager • Memphis, United States

Legacy Wealth Management

Legacy Wealth Management is a wealth manager based in Memphis, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$2.1B
Assets Under Mgmt
Wealth Manager
Investor Type
Memphis, United States
Headquarters
About

Legacy Wealth Management

Minimizing taxes. Preserving assets. Transferring wealth to heirs or charities.

Investment Focus

What Legacy Wealth Management Invests In

Investment types: Joint Venture/Partner, Growth Capital, Private Equity, Short-Term Investments, Venture Capital, Investment Funds

Sectors & themes: Business & Administrative Services, Investment Management, Legal & Tax Services, Real Estate Services & Management, Retirement Planning, Trust Management, Wealth & Estate Planning, Commercial & Professional Services, Professional Business Services, Finance, Financial Services, Real Estate, Real Estate Services & Management & Management

Preferred geographies: United States

Location: 6800 Poplar Avenue, Suite 101\nMemphis\nTennessee\n38138\nUnited States

Contact Legacy Wealth Management

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.