Legado Wealth Management LLC
Legado Wealth Management LLC is an SEC-registered mass-market adviser in New York, NY with $51.0M assets under management (AUM, regulatory AUM), +212% over one year. See who owns Legado Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305263, SEC 801-122329, data through 2026-02-17.
- AUM (assets under management / regulatory AUM)
- $51.0M (2026-02-17)
- Firm type
- Mass-Market Adviser
- Location
- New York, NY
- Employees
- 1
- Clients
- 75
- CRD
- 305263
- Ownership
- FLORES DE VALGAZ, OSCAR, DAVID
How much AUM does Legado Wealth Management LLC have?
Legado Wealth Management LLC reported $51.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-17).
Who owns Legado Wealth Management LLC?
Disclosed owners and executives of Legado Wealth Management LLC include FLORES DE VALGAZ, OSCAR, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.