LW
Lincoln M. West
LEGACY WEALTH MANAGEMENT
Woodscross, UT 84010
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CRD#: 7701990
LW
Professional summary
Lincoln Michael West, who also goes by Lincoln West, is a registered financial advisor currently at LEGACY WEALTH MANAGEMENT, LLC located in Woodscross, Utah.
Lincoln is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Lincoln has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lincoln West
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I am a minority owner of West Family Enterprises, LLC, which is half owner of Elica Capital Investments, LLC. Elica Capital Investments, LLC is an investment related business. The address for West Family Enterprises, LLC is 10251 W. Brownstone Dr., Boise, ID 83709. West Family Enterprises, LLC is a new business owned by members of my family. Elica is also a new business with one Regulation D offering. I am currently a Member of West Family Enterprises, LLC. My relationship with the business began in November 2024. I devote very few hours to this business and not during security trading hours. At this point, I hold a 3.33% voting share within West Family Enterprises, LLC. That is the extent of my involvement at this time. Legacy Peak Insurance, Not investment Related, 839 Camille Cir., Centerville, UT 84014, Insurance Agency, Insurance Agent, I am an insurance agent, approximately August of 2022, 5 hours a month, 5 hours during trading hours, I occasionally sell life insurance when it seems to be in my client's best interest.
CRS (Client Relationship Summary) - RIA
Click below to view Lincoln Michael West's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 6, 2023 - Present
LEGACY WEALTH MANAGEMENT, LLC
Office #1: 1645 S. 500 W. #2, Woodscross, UT 84010RIA
CRD#: 174767
Woodscross, UT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LEGACY WEALTH MANAGEMENT, LLC
ALTRUIST ADVISORS | PLLAR CAPITAL, LLC | PATHWAY ADVISORS, LLC | LWM,LLC | LEGACY WEALTH MANAGEMENT, LLC | BIG LIFE FINANCIAL, LLC | AXIOM WEALTH SOLUTIONS, LLC
CRD#: 174767 / SEC#: 801-113480
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)Arizona
Registered Investment Advisory firm - (6/25/2018 Terminated)Colorado
Registered Investment Advisory firm - (7/3/2018 Terminated)Florida
Registered Investment Advisory firm - (6/25/2018 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2018 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/29/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Utah
Registered Investment Advisory firm - (7/6/2018 Terminated)Washington
Registered Investment Advisory firm - (7/2/2018 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
California(5/28/2025)
IAR
Colorado(5/28/2025)
IAR
Idaho(4/6/2023)
IAR
Illinois(5/28/2025)
IAR
Texas(5/28/2025)
IAR
Utah(12/5/2024)
Current Firm
LW
LEGACY WEALTH MANAGEMENT, LLC
ALTRUIST ADVISORS | PLLAR CAPITAL, LLC | PATHWAY ADVISORS, LLC | LWM,LLC | LEGACY WEALTH MANAGEMENT, LLC | BIG LIFE FINANCIAL, LLC | AXIOM WEALTH SOLUTIONS, LLC
CRD#: 174767 / SEC#: 801-113480
RIA
Registered Investment Advisory firm - (6/21/2018 Approved)Arizona
Registered Investment Advisory firm - (6/25/2018 Terminated)Colorado
Registered Investment Advisory firm - (7/3/2018 Terminated)Florida
Registered Investment Advisory firm - (6/25/2018 Terminated)Idaho
Registered Investment Advisory firm - (6/25/2018 Terminated)Maryland
Registered Investment Advisory firm - (12/21/2017 Terminated)Michigan
Registered Investment Advisory firm - (6/29/2018 Terminated)Texas
Registered Investment Advisory firm - (6/25/2018 Terminated)Utah
Registered Investment Advisory firm - (7/6/2018 Terminated)Washington
Registered Investment Advisory firm - (7/2/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
13965 W. Chinden Blvd. Suite 100, Boise, ID 83713
Mailing Address
Phone number
(208) 955-0500
Established
Firm type
Fiscal year end
# of Employees
41
SEC notice filing (42 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,728 |
| AUM (Assets Under Management) | $ 476,513,737 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/16/2025 | ||
| 02/12/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LEGACY WEALTH MANAGEMENT, LLC
CRD#: 174767Woodscross, UT 84010TRUST BUT VERIFY
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