Legacies Wealth LLC

Overview

Legacies Wealth LLC is an independent registered investment adviser organized as an LLC and operating since 2015. The firm positions itself as a capital allocator for both individual and family clients as well as institutional relationships, combining financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its revenue mix includes percentage‑of‑AUM fees, fixed fees and commission arrangements, and the firm also operates as an insurance broker. Legacies identifies as a single‑office, domestically owned advisory business rather than a multi‑state or pension consultant firm. It does not present itself as an active ESG investor. The adviser reports affiliations with trust companies and accounting firms, which it appears to use as part of its broader client service and referral network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices