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LEGEND PRIVATE WEALTH, LLC
CRD 308639
15720 BRIXHAM HILL AVENUE, SUITE 300, CHARLOTTE, NC, 28277, United States
Phone
704-577-8159
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$71.0M
Discretionary AUM
$55.0M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $15.5M |
| High net worth individuals | 30 | $55.5M |
All web addresses on file
Official SEC filing: View on IAPD