Overview
Assets Under Management: $197 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 39
Average Client Assets: $3.3 million
Frequently Asked Questions
WEALTH LEGACY INSTITUTE, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144152), WEALTH LEGACY INSTITUTE, INC. is subject to fiduciary duty under federal law.
WEALTH LEGACY INSTITUTE, INC. is headquartered in DENVER, CO.
WEALTH LEGACY INSTITUTE, INC. serves 39 high-net-worth clients according to their SEC filing dated February 06, 2024. View client details ↓
According to their SEC Form ADV, WEALTH LEGACY INSTITUTE, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
WEALTH LEGACY INSTITUTE, INC. manages $197 million in client assets according to their SEC filing dated February 06, 2024.
According to their SEC Form ADV, WEALTH LEGACY INSTITUTE, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.78%
Average Client Assets: $3.3 million
Total Client Accounts: 491
Discretionary Accounts: 491
Regulatory Filings
CRD Number: 144152
Filing ID: 1822892
Last Filing Date: 2024-02-06 10:08:00