Todd Richard Wellnitz

Employer firm

Legacy Wealth Management, LLC CRD 174767

$629M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
ADVISORY CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers

Legacy Wealth Management, Llc

13965 W. Chinden Blvd. Suite 100, Boise, ID 83713 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED_RES	2024-10-28

CA RA
APPROVED_RES

Since 2024-10-28

Branch Locations

1516 Oak St. #304, Alameda, CA 94501 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Legacy Wealth Managment, Llc	Boise	ID	07/2024	Present
Wellguard Insurance Solutions, Inc.	Alameda	CA	04/2010	Present

07/2024 → Present

Legacy Wealth Managment, Llc

Boise, ID
04/2010 → Present

Wellguard Insurance Solutions, Inc.

Alameda, CA

Employer firm

Current Employers

Legacy Wealth Management, Llc

Disclosures

Employment History

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