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AZ LEGACY WEALTH LLC

Advisory

GLENDALE, AZ

Data as of Aug 19, 2026 · Source: SEC Form ADV

Rank in AZ

#335

of 387 advisers by AUM

Average account

$74K

across 889 accounts

AUM per adviser

$33M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 19, 2026.

Total AUM

$66M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$66M

Discretionary AUM$66M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients338

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

338 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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MATHON MANAGEMENT, LLC

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