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Legacy Capital Wealth Management, LLC

● SEC registered since 2024CRD 332184SEC# 801-130850The Woodlands, TX
Export (members)
Reg. AUM
$193.9M
Employees
3
Accounts
741
Location
The Woodlands, TX

Legacy Capital Wealth Management, LLC assets under management

Legacy Capital Wealth Management, LLC is an SEC-registered investment adviser based in The Woodlands, TX. The firm has been registered since 2024. It reports $193.9 million in regulatory assets under management and employs 3 people.
www.lead-a-legacy.comView on SEC.gov ↗

Legacy Capital Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Crystal Dobson Prachyl ControlMember And Chief Compliance Officer50-75%2022
Marquis Charles Hammett ControlMember50-75%2022

Frequently asked questions

How much does Legacy Capital Wealth Management, LLC manage?

Legacy Capital Wealth Management, LLC reports $193.9 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Capital Wealth Management, LLC have?

Legacy Capital Wealth Management, LLC reports 3 employees.

Where is Legacy Capital Wealth Management, LLC located?

Legacy Capital Wealth Management, LLC is based in The Woodlands, TX and has been SEC-registered since 2024.

Does Legacy Capital Wealth Management, LLC disclose fund performance?

Legacy Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1725 Hughes Landing Blvd.,, Suite 830, The Woodlands, TX 77380
Phone(281) 595-1990
Fax281-595-9001
Office hours8a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$193.9M
Non-discretionary$0
Total (RAUM)$193.9M