RIA Intel›Advisers›California›WEALTH LEGACY GROUP, INC.

WEALTH LEGACY GROUP, INC.

Advisory

SAN DIEGO, CA

Data as of Jul 27, 2026 · Source: SEC Form ADV

Rank in CA

#2,834

of 5,480 advisers by AUM

Average account

$340K

across 286 accounts

AUM per adviser

$97M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 27, 2026.

Total AUM

$97M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$97M

Discretionary AUM$97M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients94

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

94 clients

57 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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