Legacy Wealth Management

  • Financial Services
  • Grand Junction CO
  • 10 employees
  • Financial Services
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Company Overview

Headquarters
372 Ridges Blvd, Grand Junction CO
Website
legacywealthgj.com
Phone
(970) 241-5143
Employees
10
Founded in
1986
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 87 Companies
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Financials & Stats

Revenue

$7B

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Company Leadership

Linda Eden-Wallace

CERTIFIED FINANCIAL PLANNERâ„¢/ Managing Partner

Phone Email

Legacy Wealth Management Tech Stack

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FAQ

What is the location of Legacy Wealth Management's headquarters?
The headquarters of Legacy Wealth Management are situated at 372 Ridges Blvd, Grand Junction CO
What is Legacy Wealth Management's phone number?
Legacy Wealth Management's contact number is (970) 241-5143.
What is Legacy Wealth Management's official website?
The official website of Legacy Wealth Management can be found at legacywealthgj.com.
What is Legacy Wealth Management's current revenue?
As of September 2023, Legacy Wealth Management's annual revenue reached $7B.
How many employees does Legacy Wealth Management currently have?
Legacy Wealth Management employs approximately 10+ people as of September 2023
Which industries is Legacy Wealth Management primarily operating in?
Legacy Wealth Management operates in the following industries: Finance, Credit
Who is the CERTIFIED FINANCIAL PLANNERâ„¢/ Managing Partner of Legacy Wealth Management?
Legacy Wealth Management's CERTIFIED FINANCIAL PLANNERâ„¢/ Managing Partner is Linda Eden-Wallace
When was Legacy Wealth Management founded?
Legacy Wealth Management was founded in 1986.

Employee Directory

Key Employees

Mike Berry

Managing Partner

Phone Email

Dan Funderburk

Financial Advisor

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