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Managing Member · Legacy Wealth Management, LLC

Andy A. Rad

CRD 6121333 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Legacy Wealth Management, LLC, an SEC-registered wealth manager based in Boise, ID with $629 million in regulatory assets, lists Andy A. Rad on its Form ADV as Managing Member, a control person. The SEC filings also name Andy at 1 other registered adviser.

Firms and roles

  • Legacy Wealth Management, LLCManaging MemberWealth manager · Boise, ID · $629M in regulatory assets
  • AncoratoChief Investment OfficerAsset manager · Boise, ID · $284M in regulatory assets

AtlasMembers

Andy’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andy’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.