

Legacy Wealth Management
Financial Services • • 21-50 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Employees | 21-50 |
Key Contacts at Legacy Wealth Management
Phenyo Matsapola
Director
Reid Watson
Director Of Portfolio Analytics & Equity Research
Scott Wilson
Senior Wealth Advisor, Director Of Advisor Development
Bennie Firestone
Owner
Rodney Neal
Owner
Tania Urhausen
Marketing Director
Jason Frank
Ceo
Legacy Wealth Management Email Formats
Legacy Wealth Management uses 3 email formats. The most common is {first initial} (e.g., j@legacywealthmg.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@legacywealthmg.com | 57.1% |
{first initial}{last name} | jdoe@legacywealth.com | 28.6% |
{first name} | john@legacywealthmg.com | 14.3% |
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Legacy Wealth Management revenue & valuation
| Annual revenue | $2,224,430 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $7,200,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Entry
Director
Vice President
Employees by Department
Legacy Wealth Management has 9 employees across 4 departments.
Departments
Number of employees
Finance
4
Consulting
3
Operations
1
Funding Data
Legacy Wealth Management has never raised funding before.
Frequently asked questions
What is the address of Legacy Wealth Management?
Legacy Wealth Management is located in XX.
How many employees does Legacy Wealth Management have?
Legacy Wealth Management has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.
4.8
40,000 users



