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LEGA Z ADVISORY LLC

Advisory

N·

Data as of Mar 18, 2026 · Source: SEC Form ADV

Total AUM
$428M
1-Year AUM Growth
+6.2%
3-Year CAGR
-0.9%
Employees
1
Assets Under Management
Total AUM$428M
Discretionary AUM$364M
Non-Discretionary AUM$64M
Discretionary %85.1%
Total Clients7
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record13
First FilingJun 26, 2018
Latest FilingMar 18, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 8+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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