Legacy Cornerstone Wealth LLC
Legacy Cornerstone Wealth LLC is an SEC-registered mass-market adviser with $22.4M assets under management (AUM, regulatory AUM), -91% over one year. See who owns Legacy Cornerstone Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281027, SEC 801-120618, data through 2026-06-30.
- AUM (assets under management / regulatory AUM)
- $22.4M (2026-06-30)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 181
- CRD
- 281027
- Ownership
- LEWIS, JEFFERY, PAUL; EPIC PROFESSIONAL MANAGEMENT, LLC; BURT TAX AND ACCOUNTING, INC; REAL MANAGEMENT SOLUTIONS, LLC; Burt, Nathan
How much AUM does Legacy Cornerstone Wealth LLC have?
Legacy Cornerstone Wealth LLC reported $22.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-30).
Who owns Legacy Cornerstone Wealth LLC?
Disclosed owners and executives of Legacy Cornerstone Wealth LLC include LEWIS, JEFFERY, PAUL, EPIC PROFESSIONAL MANAGEMENT, LLC, BURT TAX AND ACCOUNTING, INC, REAL MANAGEMENT SOLUTIONS, LLC, Burt, Nathan. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.