DFX Intelligence
Advisors
Advisors registered through Legacy Wealth Management, LLC
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Dhillon Thomas Taylor Certified Financial Planner | Legacy Wealth Management, LLC independent RIA | Boise, Id | Jul 23, 2026 | 11 y | 3 | 1 |
| Todd Richard Wellnitz | Legacy Wealth Management, LLC independent RIA | Alameda, Ca | Oct 28, 2024 | 16 y | 0 | 1 |
| Lincoln Michael West | Legacy Wealth Management, LLC independent RIA | Centerville, Ut | Apr 6, 2023 | 14 y | 0 | 5 |
| S•••• E••••• W•••••• | L••••• W••••• M••••••••• L•• independent RIA | Boise, Id | Feb 28, 2025 | 23 y | 0 | 1 |
| P•••••• S•••• W••••• | L••••• W••••• M••••••••• L•• independent RIA | Costa Mesa, Ca | Jul 12, 2021 | 24 y | 1 | 2 |
| N•••• M•••• Z•••• | L••••• W••••• M••••••••• L•• independent RIA | Newport Beach, Ca | Oct 28, 2024 | 26 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
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56 advisors match.