← Back to searchVisit website
AZ LEGACY WEALTH LLC
CRD 308906
6751 NORTH SUNSET BOULEVARD, SUITE 320, GLENDALE, AZ, 85305, United States
Phone
623-933-3442
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$65.8M
Discretionary AUM
$65.8M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 332 | $52.5M |
| High net worth individuals | 6 | $13.3M |
All web addresses on file
Official SEC filing: View on IAPD