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LEGA Z ADVISORY LLC
CRD 297417 · SEC 801-113695
CA, United States
Phone
(415) 601-8482
Fax
(855) 809-3479
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$428.4M
Discretionary AUM
$364.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $428.4M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD