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Building 2LEGACY WEALTH PLANNING, LLC

Map pinRENO, NV
Phone775-850-2500
NotebookSEC #801-111791
Total AUM
$343.1M
Employees
10
Clients
489

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10599 DOUBLE R BLVD
RENO
NV 89521
United States
Operating Hours
FRI 6:30 - 3
MON-THURS 6:30-4
Phone
775-850-2500

ReceiptFinancials

Total AUM
$343.1M
Accounts
489
Discretionary
$343.1M
Accounts
489
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
386
AUM
$128.3M
HNW Individual Clients
103
AUM
$214.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANVTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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