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LEGACY & WEALTH FINANCIAL ADVISORS LLC

Advisory

IRVINE, CA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in CA
#3,285
of 5,480 advisers by AUM
Average account
$525K
across 112 accounts
AUM per adviser
$59M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM
$59M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$59M
Discretionary AUM$59M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients112
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, NV, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

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KCO INVESTMENTS, INCORPORATED
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