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WEALTH LEGACY GROUP, INC.
CRD 145705
4540 KEARNY VILLA ROAD, SUITE 114, SAN DIEGO, CA, 92123, United States
Phone
858-569-0633
Fax
858-333-4942
Registration
— (—)
Source
State registered
Total AUM
$97.2M
Discretionary AUM
$97.2M
Team
2 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
Yes
Services
Financial planningSelection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $7.6M |
| High net worth individuals | 57 | $79.6M |
| Charitable organizations | 6 | $10.0M |
All web addresses on file
Official SEC filing: View on IAPD