Legacy Consulting Group
Legacy Consulting Group is an SEC-registered wealth manager in Plano, TX with $378.6M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Legacy Consulting Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108541, SEC 801-57457, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $378.6M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- Plano, TX
- Employees
- 4
- Clients
- 209
- CRD
- 108541
- Ownership
- WACHS, STEVEN, GREGG; SHAKE, ROGER, ALAN; ROGER A. AND SUSAN SHAKE LIVING TRUST, DATED 11/7/1989, AS AMENDED OR RESTATED; SCHMITT REVOCABLE TRUST, DATED 12/28/2018; BOLING, JENNIFER, KATHARINE
How much AUM does Legacy Consulting Group have?
Legacy Consulting Group reported $378.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Legacy Consulting Group?
Disclosed owners and executives of Legacy Consulting Group include WACHS, STEVEN, GREGG, SHAKE, ROGER, ALAN, ROGER A. AND SUSAN SHAKE LIVING TRUST, DATED 11/7/1989, AS AMENDED OR RESTATED, SCHMITT REVOCABLE TRUST, DATED 12/28/2018, BOLING, JENNIFER, KATHARINE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.