Legacy Wealth Management, Inc.

Tennessee
Registered In
04/21/1982
Incorp. Date

Company Summary

Legacy Wealth Management, Inc. at 1715 Aaron Brenner Dr STE 301 Buddy Daves, Memphis, Tn 38120 lists Laura L Brandon of Memphis, TN.

Overview

Registered In
Tennessee
Incorporation Date
Company Type
For-Profit Corporation
Status
Active
Registration Type
Domestic
Find Social Profiles
Search Other Resources

People

Laura L Brandon Registered Agent
1715 AARON BRENNER DR STE 301 BUDDY DAVES, MEMPHIS, TN 38120

Map & Locations

1715 AARON BRENNER DR STE 301 BUDDY DAVES, MEMPHIS, TN 38120 View Map

Financials

Financial Information for Legacy Wealth Management, Inc.

Form 5500

LEGACY WEALTH MANAGEMENT, INC.

1715 Aaron Brenner Drive Suite 301, Memphis, Tn 38120 (901) 758-9006 EIN:62-1132313 Plan Admin:Howard Daves
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameLEGACY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY23 / 24 Assets BOY/EOY$0 / $0 2022 LEGACY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 23 / 24 $0 / $0
2021 Plan NameLEGACY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY22 / 23 Assets BOY/EOY$0 / $0 2021 LEGACY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 22 / 23 $0 / $0
2020 Plan NameLEGACY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY25 / 22 Assets BOY/EOY$0 / $0 2020 LEGACY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 25 / 22 $0 / $0
2019 Plan NameLEGACY WEALTH MANAGEMENT, INC. 401(K) PLAN Plan #001 Participants BOY/EOY25 / 25 Assets BOY/EOY$0 / $0 2019 LEGACY WEALTH MANAGEMENT, INC. 401(K) PLAN - Plan #001 25 / 25 $0 / $0
Benefit & Retirement Plans based on Form 5500.
PPP Loans

LEGACY WEALTH MANAGEMENT INC

1715 Aaron Brenner Dr., Memphis, TN 38120 Industry:Administrative Management and General Management Consulting Services
Loan Date Approved Forgiven Lender Jobs
04/27/2020 Approved$567,978 Forgiven$0 LenderRepublic First Bank d/b/a Republic Bank Jobs38 04/27/2020 $567,978 $0 Republic First Bank d/b/a Republic Bank 38
PPP Loans based on Paycheck Protection Program.

Linked Companies

Related Business Names:
Legacy Wealth Management, Inc. Registered in Ohio
Ohio View Report
Legacy Wealth Management Group, Inc. Registered in Virginia
Lynchburg, VA View Report
Legacy Wealth Management Inc. Registered in Virginia
Manassas, VA View Report
Legacy Wealth Management, Inc. Registered in Florida
Plantation, FL View Report
Legacy Wealth Management, Inc. Registered in Minnesota
Mankato, MN View Report
Legacy Wealth Management Group, Inc. Registered in Georgia
Alpharetta, GA Roswell, GA View Report
Legacy Wealth Management, Inc Registered in Missouri
Gladstone, MO View Report
Legacy Wealth Management, Inc. Registered in Georgia
Kennesaw, GA View Report
Legacy Wealth Management, Inc. Registered in New Hampshire
Manchester, NH View Report
Texas View Report
Legacy Wealth Management, Inc. Registered in Kansas
Bel Aire, KS Wichita, KS View Report
Legacy Wealth Management, Inc. Registered in Massachusetts
Boston, MA Lexington, MA View Report
Legacy Wealth Management Services, Inc. Registered in California
Pleasanton, CA View Report
Legacy Wealth Management, Inc. Registered in Washington
Spokane, WA View Report

Sources

The following government agencies have contributed data:

• Tennessee Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
Have questions?
You can easily find answers to common questions on the Frequently Asked Questions page.
IncTrace, LLC is not a consumer reporting agency as defined by the Fair Credit Reporting Act, 15 USC § 1681 et seq, (“FCRA”). We prohibit the use of this website or any information derived from it to make any determinations regarding employment, consumer credit, insurance, tenant screening, or any other purpose that would require FCRA compliance.
© 2025 IncTrace, LLC
Delaware, United States