ria
Legacy Wealth Management
MEMPHIS, TN
CRD: 108619
In PWD coverage since August 19, 2026 · 1 story
$2.7BRegulatory AUMSEC Form ADV · Aug 21
22EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Apr 29, 25Deal announcedModern Wealth Management · $1.2B
PWD coverage
exit
Carlyle's $2.8 billion MAI bet re-prices the RIA exit
The deal prices MAI's AUM at about 5.5 cents per dollar and signals what scaled owners can expect at the sale table.