Family Legacy Planning
Family Legacy Planning is an SEC-registered mass-market adviser in Bentonville, AR with $169.1M assets under management (AUM, regulatory AUM), +25% over one year. See who owns Family Legacy Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 294277, SEC 801-130790, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $169.1M (2026-04-07)
- Firm type
- Mass-Market Adviser
- Location
- Bentonville, AR
- Employees
- 3
- Clients
- 341
- CRD
- 294277
- Ownership
- WELBORN, DAVID, CRAIG
How much AUM does Family Legacy Planning have?
Family Legacy Planning reported $169.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Family Legacy Planning?
Disclosed owners and executives of Family Legacy Planning include WELBORN, DAVID, CRAIG. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.