Fwm Legacy, LLC
Fwm Legacy, LLC is an SEC-registered wealth manager with $27.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Fwm Legacy, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144344, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $27.1M (2026-03-31)
- Firm type
- Wealth Manager
- Employees
- 50
- Clients
- 2,072
- CRD
- 144344
- Ownership
- KERR, TROY, DAVID; THE GLOBE RESOURCES GROUP INC.; MONTREAUX, INC.; LAGERSTROM, CORY, LYNN; MARTIN, C. ANDREW
How much AUM does Fwm Legacy, LLC have?
Fwm Legacy, LLC reported $27.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Fwm Legacy, LLC?
Disclosed owners and executives of Fwm Legacy, LLC include KERR, TROY, DAVID, THE GLOBE RESOURCES GROUP INC., MONTREAUX, INC., LAGERSTROM, CORY, LYNN, MARTIN, C. ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.