LEGACY ROAD FAMILY OFFICES

LEGACY ROAD LLC

CRD 337654 · SEC 801-134027

Advisory firmLLC

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

CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$117.2M

Discretionary AUM

$1.6M

Team

1 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Services

Portfolio management (individuals)

Type	Clients	AUM
High net worth individuals	4	$117.2M

Official SEC filing: View on IAPD