Todd Richard Wellnitz
Investment adviser representative at Legacy Wealth Management, LLC
16 yearsExperience
1 stateRegistered in
$629MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Legacy Wealth Management, LLCOct 2024 to now
- Legacy Wealth Managment, LLCJul 2024 to now
- Wellguard Insurance Solutions, Inc.Apr 2010 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Legacy Wealth Management, LLC
$629MAssets managed
3,416Clients
45Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7951126
- Firm CRD
- 174767