Shawn Edward Wheeler

Investment adviser representative at Legacy Wealth Management, LLC

23 yearsExperience

1 stateRegistered in

$629MFirm assets

8 yearsFirm in business

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feePerformance-basedOther

These describe the firm as a whole, not only this advisor.

23 years in the industry.

Registered as an investment adviser representative in 1 state (ID).

$629MAssets managed

3,416Clients

45Advisers

8 yearsIn business

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.