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CONTRARY LEGACY LLC

CRD 325014 · SEC 801-127459

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$139.7M

Discretionary AUM

$0

Team

4 total employees; 2 advisory reps; 7 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals20$139.7M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD