Williamson Legacy Group, LLC
Williamson Legacy Group, LLC is an SEC-registered mass-market adviser with $183.1M assets under management (AUM, regulatory AUM), -12% over one year. See who owns Williamson Legacy Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318629, SEC 801-123281, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $183.1M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Employees
- 6
- Clients
- 348
- CRD
- 318629
- Ownership
- WILLIAMSON, JOSEPH, RICHARD; WARNING, ANDREW, S
How much AUM does Williamson Legacy Group, LLC have?
Williamson Legacy Group, LLC reported $183.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Williamson Legacy Group, LLC?
Disclosed owners and executives of Williamson Legacy Group, LLC include WILLIAMSON, JOSEPH, RICHARD, WARNING, ANDREW, S. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.