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LEGACITREE WEALTH MANAGEMENT, LLC
CRD 311540
3287 ELMER HILL LANE, BUFORD, GA, 30519, United States
Phone
678-983-8468
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$7.8M
Discretionary AUM
$7.8M
Team
1 total employees; 1 advisory reps; 70 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $5.5M |
Official SEC filing: View on IAPD