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LEGADO WEALTH MANAGEMENT LLC
CRD 305263 · SEC 801-122329
405 LEXINGTON AVENUE, 9TH FLOOR, NEW YORK, NY, 10174, United States
Phone
212-697-3420
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$51.0M
Discretionary AUM
$51.0M
Team
1 total employees; 1 advisory reps; 75 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $6.2M |
| High net worth individuals | 46 | $44.8M |
All web addresses on file
Official SEC filing: View on IAPD