Legacy Advisors Agency LLC is listed as Holding Company at Aspirean Wealth, LLC in Mill Valley, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Aspirean Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Legacy Advisors Agency LLC work?
Legacy Advisors Agency LLC is listed as Holding Company at Aspirean Wealth, LLC on SEC Form ADV.
How much of Aspirean Wealth, LLC does Legacy Advisors Agency LLC own?
Form ADV reports a beneficial ownership band of 50-75%.