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Wealth Legacy Institute Inc
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CRD # | 144152 |
SEC # | 801-111847 |
CIK # | |
AUM | $197.4 MM (2024-02-06) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 303-753-7578 |
Address | 1040 S Gaylord Street Denver, CO 80209 |
Source | [IAPD] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 75 | 68.8 |
(b) Individuals (high net worth individuals) | 39 | 127.9 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.7 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 491 | 197.4 |
By Discretionary | ||
Discretionary | 491 | 197.4 |
Non-Discretionary | 0 | 0.0 |
Total | 491 | 197.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 197.4 | |
Total | 491 | 197.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Jlfranklin Wealth Planning LLC
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CA | 0.2 |
Golden Reserve Retirement LLC
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|
OH | 0.2 |
Apex Strategic Wealth LLC
✚
|
TN | 0.2 |
Luken Investment Analytics LLC
✚
|
TN | 0.2 |
Wealth Teams Alliance Inc
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|
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
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|
FL | 0.2 |