PPrivate Fund Data Log in Join · $37/mo

Legacy Financial Group, LLC

● SEC registered since 2014CRD 154927SEC# 801-79803Des Moines, IA
Export (members)
Reg. AUM
$840.4M
Employees
18
Accounts
3,763
Location
Des Moines, IA

Legacy Financial Group, LLC assets under management

Legacy Financial Group, LLC is a registered investment adviser overseen by the SEC based in Des Moines, IA. The firm has been registered since 2014. It reports $840.4 million in regulatory assets under management and employs 18 people.
www.williamelson.comView on SEC.gov ↗

Legacy Financial Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Chad Wesley Terry ControlChief Executive Officer And Chief Compliance OfficerUnder 5%2021
Spectrum Wealth Advisors, Inc. ControlHolding CompanyOver 75%2017
Brian Joseph Hood ControlPart Owner25-50%2017
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Legacy Financial Group, LLC manage?

Legacy Financial Group, LLC reports $840.4 million in regulatory assets under management on its Form ADV.

How many employees does Legacy Financial Group, LLC have?

Legacy Financial Group, LLC reports 18 employees.

Where is Legacy Financial Group, LLC located?

Legacy Financial Group, LLC is based in Des Moines, IA and has been SEC-registered since 2014.

Does Legacy Financial Group, LLC disclose fund performance?

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

Contact & registration

Address6000 Grand Avenue, Suite B, Des Moines, IA 50312
Phone515-255-3306
Fax515-277-3133
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1834011
Discloses disciplinary historyNo

Assets under management

Discretionary$839.1M
Non-discretionary$1.3M
Total (RAUM)$840.4M