RIA Intel›Advisers›Nevada›LEGACY WEALTH GROUP, LLC

LEGACY WEALTH GROUP, LLC

Advisory

LAS VEGAS, NV

Data as of Aug 17, 2026 · Source: SEC Form ADV

Rank in NV
#114
of 130 advisers by AUM
Average account
$269K
across 251 accounts
AUM per adviser
$34M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 17, 2026.

Total AUM
$67M
Discretionary %
99.8%
Clients
118
Employees
2

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$67M
Discretionary AUM$67M
Non-Discretionary AUM$150K
Discretionary %99.8%
Total Clients118
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNV, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NV

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

I3 INVESTMENT PARTNERS, LLC
CARSON CITY, NV
$67M
THREE G FINANCIAL, LLC.
LAS VEGAS, NV
$66M
-5.4% 1Y
MONOCOT WEALTH MANAGEMENT, LLC
LAS VEGAS, NV
$66M
-63.3% 1Y
MONEY MANAGERS, INC.
LAS VEGAS, NV
$70M
0.0% 1Y
FUSION ASSET MANAGEMENT, LLC
RENO, NV
$65M
-63.9% 1Y
FORTHRIGHT CAPITAL ADVISORY LLC
LAS VEGAS, NV
$65M
-0.9% 1Y

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