This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

LEGACY WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 11, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom the industry start date

Years at current firm

7derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Exams

S63|S65|S66

First exam

Dec 11, 2007

First registration

Nov 26, 2008

Dual registered

no

Other names

JUSIN C MARTIN

IAPD individual key

5423666

• Occurred

  Jul 21, 2026
  Advisor owns new adviser

  Justin C Martin, registered through Legacy Wealth Management, LLC (Woods Cross, UT), is a direct owner of Altura Private Wealth LLC, an adviser first registered 2026-07-21; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:df0f373a-d699-93ac-0451-c88c10868047

First observed

Nov 26, 2008

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.