RIA Intel›Advisers›Wyoming›LEGACY WEALTH CAPITAL, LLC.

LEGACY WEALTH CAPITAL, LLC.

Advisory

WY

Data as of May 13, 2026 · Source: SEC Form ADV

Average account
$650K
across 10 accounts
AUM per adviser
$7M
1 adviser

Source: SEC Form ADV. Figures as filed May 13, 2026.

Total AUM
$7M
Discretionary %
100%
Clients
10
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$7M
Discretionary AUM$7M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients10
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndJanuary
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WY

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

KENOBI WEALTH LLC
$7M
WATER DOG ASSET MANAGEMENT LLC
$6M
+23.5% 1Y
TETON WEALTH MANAGEMENT, INC.
$7M
KELLER INVESTMENT ADVISORS LLC
$6M
EQUITY FINANCIAL MANAGEMENT
$5M
SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP
JACKSON, WY
$5M

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