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Legado Wealth Management LLC

● SEC registered since 2022CRD 305263SEC# 801-122329New York, NY
Export (members)
Reg. AUM
$25.4M
Employees
1
Accounts
90
Location
New York, NY

Legado Wealth Management LLC assets under management

Legado Wealth Management LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2022. It reports $25.4 million in regulatory assets under management and employs 1 people.
legadowealth.comView on SEC.gov ↗

Legado Wealth Management LLC owners & executives

1 reported
NameTitleOwnershipSince
Oscar David Flores De Valgaz ControlManaging Member/CcoOver 75%2019

Frequently asked questions

How much does Legado Wealth Management LLC manage?

Legado Wealth Management LLC reports $25.4 million in regulatory assets under management on its Form ADV.

How many employees does Legado Wealth Management LLC have?

Legado Wealth Management LLC reports 1 employees.

Where is Legado Wealth Management LLC located?

Legado Wealth Management LLC is based in New York, NY and has been SEC-registered since 2022.

Does Legado Wealth Management LLC disclose fund performance?

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

Contact & registration

Address405 Lexington Avenue, 9th Floor, New York, NY 10174
Phone212-697-3420
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$25.4M
Non-discretionary$0
Total (RAUM)$25.4M