Legacy CornerStone Wealth LLC

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Legacy CornerStone Wealth LLC
CRD #281027
SEC #801-120618
CIK #
AUM 22.4 M (2026-06-30)
Employees 1 (100% Investors, 0% Brokers)
Fees
Minimum
Phone702-767-9891
Address5940 S Rainbow Blvd
Las Vegas, NV 89118
Source [IAPD] [Website] [Facebook] [Instagram]
Total AUM ($M)
3002401801206002010201520212027
Account Minimums and Types of Clients — Form ADV Part 2A (7/10/2026) [Brochure]
Item 7: Types of Clients
Legacy Cornerstone Wealth offers its investment services to various types of clients including
individuals and high-net-worth individuals, trusts, estates, charitable organizations, pension
and/or profit- sharing plans, corporations, and other legal entities.
Legacy Cornerstone Wealth generally requires minimum household size of $250,000 in
investable assets. Legacy Cornerstone Wealth, in its sole discretion, may waive the required
minimum. Certain third-party money managers have higher minimum investment amounts.
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 181 22.4
(b) Individuals (high net worth individuals) 0 0.0
(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 560 22.4
By Discretionary
Discretionary 560 22.4
Non-Discretionary 0 0.0
Total 560 22.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 22.4
Total 560 22.4
Firm Profile (Form ADV)
Discretionary AUM$0.0B
Clients6
ServesInstitutional, Retail
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