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LEGACY CORNERSTONE WEALTH LLC
CRD 281027 · SEC 801-120618
5940 S RAINBOW BLVD, LAS VEGAS, NV, 89118, United States
Phone
702-767-9891
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$22.4M
Discretionary AUM
$22.4M
Team
1 total employees; 1 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; PLATFORM FEE AND MONTHLY TECHNOLOGY FEEH
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $22.4M |
States served
AZ, AR, CA, ID, IL, LA, MI, NV, OH, OK, UT, VA, WY, WA, TX, FL
Official SEC filing: View on IAPD