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WILLIAMSON LEGACY GROUP, LLC
CRD 318629 · SEC 801-123281
CA, United States
Phone
317-447-3212
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$183.1M
Discretionary AUM
$183.1M
Team
6 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 291 | $73.4M |
| High net worth individuals | 52 | $106.8M |
| Pension/profit sharing plans | 3 | $158K |
| Charitable organizations | 2 | $2.8M |
States served
CA, CO, IN, LA, NY, NC, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD