Breanna Rose
Investment adviser representative at Legacy Wealth Management, LLC
21 yearsExperience
1 stateRegistered in
$629MFirm assets
8 yearsFirm in business
Are you Breanna Rose? Claim your profile
Contact this firm
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
21 years in the industry.
- Legacy Wealth Management, LLCJul 2026 to now
- Intermountain Health CareMay 2018 to now
- Neuro Behavioral Center for GrowthJan 2018 to now
- Nourishing Small VoicesJul 2020 to Jul 2025
- Eluma TherapyAug 2017 to Jun 2018
- Speech Therapy Unboxed, LLCMar 2017 to Mar 2018
- Intermountain Health Care - Primary Children's HospitalDec 2016 to Mar 2017
- Intermountain Health Care - Dixie Regional Medical CenterMay 2005 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 8313581
- Firm CRD
- 174767