LEGACITREE WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$7.8M

Discretionary

$7.8M

100% of AUM

Avg account

$97.8K

Accounts

Employees

Advisory reps

Firm details

Headquarters: BUFORD, Georgia
CRD number: 311540
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: Individuals70.61%
HNWI29.39%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Legacitree Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individuals and families and provides financial planning plus portfolio management for individuals, small businesses, and other business or institutional clients. It offers a range of fee arrangements—percentage of assets under management, hourly, fixed fees, and performance-based fees—allowing flexibility in how clients are billed. The firm is not a multi-state adviser, does not identify as an active ESG investor, is not a pension consultant, and is not classified as a capital allocator. Advisory activity centers on traditional wealth-management services rather than institutional or pension consulting.