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| LEGA Z Advisory LLC
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|
|
|---|---|
| CRD # | 297417 |
| SEC # | 801-113695 |
| CIK # | |
| AUM | $428.4 M (2026-03-18) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 415-601-8482 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 7 | 428.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 64 | 428.4 |
| By Discretionary | ||
| Discretionary | 22 | 364.4 |
| Non-Discretionary | 42 | 64.0 |
| Total | 64 | 428.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 422.0 | |
| United States Persons | 6.5 | |
| Total | 64 | 428.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greenbridge Partners LLC
✚
|
FL | 0.4 |
|
Steadmont Advisors LLC
✚
|
AL | 0.4 |
|
Benchmark Wealth Management LLC
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|
CT | 0.4 |
|
Socha Financial Group LLC
✚
|
NY | 0.4 |
|
Compass Financial Group Inc
✚
|
FL | 0.4 |
|
Navigate Wealth Management LLC
✚
|
AL | 0.4 |
|
Legacy Bridge LLC
✚
|
IA | 0.4 |
|
Stonehearth Capital Management LLC
✚
|
MA | 0.4 |
|
Gamma Asset Management LLC
✚
|
PR | 0.4 |
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 0.4 |