Julie Marshall is not listed as a control person, but directly owns under 5% of Legacy Wealth Management.
Legacy Wealth Management is an investment adviser based in Boise, ID, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $629 million, as filed on 13 May 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8247460
- Firm
- Legacy Wealth Management · CRD 174767
- Role
- Director of Operations
- In role since
- March 2026 · under a year
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Boise, ID
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Julie Marshall work?
Julie Marshall has been Director of Operations of Legacy Wealth Management, LLC since March 2026.
How can I verify Julie Marshall’s record?
Julie Marshall’s role is listed on Legacy Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 174767.
