Legacy Wealth Management, (Memphis, TN) Revenue

Investment Management • 1715 Aaron Brenner Dr., Suite 301, United States • 11-20 Employees

Legacy Wealth Management, (Memphis, TN) revenue & valuation

Annual revenue	$3,000,000
Revenue per employee	$167,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$9,600,000
Total funding	No funding

Key Contacts at Legacy Wealth Management, (Memphis, TN)

Lawrence Epperly

Director Of Client Service

Nathan Powell

Director Of Financial Planning

Nicholas Sowell

Director Of Financial Planning

Brienne Jackson

Certified Financial Planner™/Director Of Financial Planning

Duncan Miller

President And Chief Executive Officer

Rob Sievers

Managing Director

Joseph Birch

Director Of Financial Planning

Lindsey B. Mazzola

Director Of Client Operations

Hallie Peyton

Director Of Client Services

Rebecca Rawlinson

Director Of Client Services

Company overview

Headquarters	1715 Aaron Brenner Dr., Suite 301, Memphis, TN 38120, US
Phone number	+19017589006
Website	legacywealth.com
NAICS	5231
SIC	672
Keywords	Comprehensive Financial Planning, Wealth Management, Portfolio Management
Founded	1982
Employees	11-20
Socials

Legacy Wealth Management, (Memphis, TN) Email Formats

Legacy Wealth Management, (Memphis, TN) uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@legacywealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@legacywealth.com	100%

About Legacy Wealth Management, (Memphis, TN)

Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm. We customize the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. “Because Financial Security Doesn't Just Happen” Firm Overview Independent, fee-only Financial Planning and Portfolio Management since 1982 Employee-owned firm compensated solely by client fees, not by commissions 700+ clients nationwide (across 34 states) $1 + billion under management 98% client retention ratio (past 5 years for clients over our minimum)

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Director

C-Suite

Manager

Employees by Department

Legacy Wealth Management, (Memphis, TN) has 8 employees across 2 departments.

Departments

Number of employees

Funding Data

Legacy Wealth Management, (Memphis, TN) has never raised funding before.

Legacy Wealth Management, (Memphis, TN) Tech Stack

Discover the technologies and tools that power Legacy Wealth Management, (Memphis, TN)'s digital infrastructure, from frameworks to analytics platforms.

Google Tag Manager

Tag managers

Nginx

Reverse proxies

PHP

Programming languages

Open Graph

Miscellaneous

Font Awesome

Font scripts

WordPress

Blogs

Google Analytics

Analytics

MySQL

Databases

WP Engine

Hosting

Frequently asked questions

Legacy Wealth Management, (Memphis, TN) is located in 1715 Aaron Brenner Dr., Suite 301, US.

You can reach Legacy Wealth Management, (Memphis, TN) at +19017589006.

Legacy Wealth Management, (Memphis, TN) generates an estimated annual revenue of $3,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Legacy Wealth Management, (Memphis, TN) has an estimated valuation of $9,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Legacy Wealth Management, (Memphis, TN) was founded in 1982, making it 44 years old. The company has established itself as a significant player in its industry over this time.

Legacy Wealth Management, (Memphis, TN) has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Legacy Wealth Management, (Memphis, TN)

Lawrence Epperly

Director Of Client Service

Nathan Powell

Director Of Financial Planning

Nicholas Sowell

Director Of Financial Planning

Brienne Jackson

Certified Financial Planner™/Director Of Financial Planning

Duncan Miller

President And Chief Executive Officer

Rob Sievers