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LEGACY & WEALTH FINANCIAL ADVISORS
LEGACY & WEALTH FINANCIAL ADVISORS LLC
CRD 284432
300 SPECTRUM CENTER DRIVE, SUITE 400, IRVINE, CA, 92618, United States
Phone
949-529-1655
Fax
877-457-2004
Registration
— (—)
Source
State registered
Total AUM
$58.8M
Discretionary AUM
$58.8M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $21.4M |
| High net worth individuals | 15 | $37.5M |
All web addresses on file
Official SEC filing: View on IAPD