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LEGACYBRIDGE WEALTH MANAGEMENT, LLC
CRD 332997
7393 HODGSON MEMORIAL DR, SUITE 202, SAVANNAH, GA, 31406, United States
Phone
912-600-2022
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$3.5M
Discretionary AUM
$3.5M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.5M |
| High net worth individuals | 1 | $1.0M |
All web addresses on file
Official SEC filing: View on IAPD