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LEGACY WEALTH, INC.
CRD 337405
6957 DOUGLAS BLVD., GRANITE BAY, CA, 95746, United States
Phone
916-761-2066
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)
Official SEC filing: View on IAPD