AZ Legacy Wealth LLC
Firm details
- Headquarters
- Glendale, Arizona
- CRD number
- 308906
- Website
- azlegacywealthmg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals79.83%
- HNWI20.17%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
AZ Legacy Wealth LLC is an independent, owner-operated Registered Investment Adviser that manages portfolios for individuals and families. The firm charges fees based on a percentage of assets under management and performs both direct portfolio management and the selection of third‑party advisers, indicating it acts as a capital allocator as well as a discretionary manager. AZ Legacy Wealth does not position itself as an ESG investor and reports limited interstate advisory activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds96%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
- Non-Exchange Traded Equities1%
Contacts
3 of 3
Ross Luekenga
Wealth AdvisorCRD 5136879
Heidi Luekenga
OwnerCRD 2967343
Howard Luekenga
Investment Advisor RepresentativeCRD 8293422
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glendale, AZ
Maricopa
Location
Glendale, AZ
Headquartered in Glendale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 6751 N Sunset Blvd
- Time zone
- MT (UTC-7)
- Office locations
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