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Todd Richard Wellnitz

Legacy Wealth Management, LLC

Alameda, CA

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Current Employers
Legacy Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
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
OrganizationCityStateFromTo
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

View on SEC IAPD

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