RIA Intel›Advisers›North Carolina›LEGEND PRIVATE WEALTH, LLC

LEGEND PRIVATE WEALTH, LLC

Advisory

CHARLOTTE, NC

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

Rank in NC
#456
of 516 advisers by AUM
Average account
$359K
across 198 accounts
AUM per adviser
$36M
2 advisers

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

Total AUM
$71M
Discretionary %
77.5%
Clients
45
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$71M
Discretionary AUM$55M
Non-Discretionary AUM$16M
Discretionary %77.5%
Total Clients45
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIL, NC, OH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

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

YELLOWWOOD WEALTH SOLUTIONS, LLC
CHARLOTTE, NC
$71M
FULBRIGHT FINANCIAL CONSULTING, PA
DURHAM, NC
$71M
CP ADVISORS, INC.
CLINTON, NC
$70M
NERY ASSET MANAGEMENT, LLC
ASHEVILLE, NC
$69M
-26.5% 1Y
MAZE FINANCIAL PLANNING, LLC
CHAPEL HILL, NC
$69M
PIECAPITAL WEALTH MANAGEMENT LLC
RALEIGH, NC
$69M

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