Wealth Legacy Institute Inc

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Assets, Funds, Holdings

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Wealth Legacy Institute Inc
CRD #144152
SEC #801-111847
CIK #
AUM $197.4 MM (2024-02-06)
Employees 3 (100% Investors, 0% Brokers)
Phone303-753-7578
Address1040 S Gaylord Street
Denver, CO 80209
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
200160120804002007201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 75 68.8
(b) Individuals (high net worth individuals) 39 127.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.7
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 491 197.4
By Discretionary
Discretionary 491 197.4
Non-Discretionary 0 0.0
Total 491 197.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 197.4
Total 491 197.4
Comparable Firms State AUM ($BB)
Jlfranklin Wealth Planning LLC
CA 0.2
Golden Reserve Retirement LLC
OH 0.2
Apex Strategic Wealth LLC
TN 0.2
Luken Investment Analytics LLC
TN 0.2
Wealth Teams Alliance Inc
CA 0.2
Pento Portfolio Strategies LLC
FL 0.2
Dumaine Investments LLC
LA 0.2
Nestegg Advisors Inc
NY 0.2
Valuewealth Services LLC
MD 0.2
Treasure Coast Financial Planning Inc
FL 0.2
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