Legacy Road Family Offices
Legacy Road Family Offices is an SEC-registered wealth manager with $117.2M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Legacy Road Family Offices: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337654, SEC 801-134027, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $117.2M (2026-03-31)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 4
- CRD
- 337654
- Ownership
- RICHARDS, LAURENCE, BOYD
How much AUM does Legacy Road Family Offices have?
Legacy Road Family Offices reported $117.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Legacy Road Family Offices?
Disclosed owners and executives of Legacy Road Family Offices include RICHARDS, LAURENCE, BOYD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.