Legacy Wealth Management

Finance · Mississippi, United States · 1-10 Employees

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Overview

Headquarters

300 Concourse Blvd Ste 102, Ridgeland, M...

Phone Number

(601) 499-1970

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About Legacy Wealth Management

Mississippi Wealth Advisors | Legacy Wealth Management focuses on providing tailored financial advice, planning, and management to individuals and families of wealth. They aim to instill confidence in their clients, helping them achieve their life goals while considering generational planning and financial literacy. The firm emphasizes a holistic approach to wealth management, addressing various financial roles including taxation, estate planning, and risk management. Recognized as one of Mississippi's best wealth advisors, they strive to be a trusted long-term financial partner for their clients.Explore more
Popular SearchesLegacy Wealth Management LLCWealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Legacy Wealth Management Org Chart

FW
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Chief Executive Officer & Chief Information O...

PhoneEmail
RW
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Director and Portfolio Manager

PhoneEmail
MH
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Director, Client Services

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legacy Wealth Management

<$5M
1-10
Private
-
2007
FW
Forbes WatsonCEO & Chief Information Officer
<$5M
11-50
Private
<$5M
1985
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
<$5M
1-10
Private
-
2008
N/A
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
<$5M
1-10
Private
-
-
Thomas Holliger, Managing Partner, Private Wealth Manager at Holliger Financial Consultants
Thomas HolligerManaging Partner, Private Wealth Manager
<$5M
1-10
Private
-
2017
RM
Raymond MorrisDirector, Portfolio Management & Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Legacy Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legacy Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legacy Wealth Management.

Legacy Wealth Management Tech Stack

A closer look at the technologies used by Legacy Wealth Management

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Frequently Asked Questions Regarding Legacy Wealth Management

What is Legacy Wealth Management's official website?
Legacy Wealth Management's official website is www.mylegacy.ms
What is Legacy Wealth Management's Revenue?
Legacy Wealth Management's revenue is <$5 Million
What is Legacy Wealth Management's SIC code?
Legacy Wealth Management's SIC: 62,628
What is Legacy Wealth Management's NAICS code?
Legacy Wealth Management's NAICS: 52,523
How many employees does Legacy Wealth Management have?
Legacy Wealth Management has 1-10 employees
What industry does Legacy Wealth Management belong to?
Legacy Wealth Management is in the industry of: Finance, Securities Trading
What is Legacy Wealth Management competition?
Legacy Wealth Management top competitors include: Bernicke Wealth Management, Ratcliff Financial Services, High Pines Wealth Management, Pillar Wealth Management
What technology does Legacy Wealth Management use?
Some of the popular technologies that Legacy Wealth Management uses are: WordPress.org, PHP, Adobe Typekit, Microsoft 365
How do I contact Legacy Wealth Management?
Legacy Wealth Management contact info: Phone number: (601) 499-1970 Website: www.mylegacy.ms
What does Legacy Wealth Management do?

Mississippi Wealth Advisors | Legacy Wealth Management focuses on providing tailored financial advice, planning, and management to individuals and families of wealth. They aim to instill confidence in their clients, helping them achieve their life goals while considering generational planning and financial literacy. The firm emphasizes a holistic a... pproach to wealth management, addressing various financial roles including taxation, estate planning, and risk management. Recognized as one of Mississippi's best wealth advisors, they strive to be a trusted long-term financial partner for their clients.Read More

Is Legacy Wealth Management a public company?
Legacy Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Legacy Wealth Management

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