LEGACY CORNERSTONE WEALTH LLC
Firm details
- Headquarters
- LAS VEGAS, Nevada
- CRD number
- 281027
- Registered since
- March 26, 2021
- Website
- www.epictrust.com
- Custodians
- CHARLES SCHWAB & CO., INC., AMERICAN FUNDS & TRUSTS INCORPORATED
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Legacy Cornerstone Wealth LLC is an independent, SEC-registered registered investment adviser organized as an LLC and owned by an individual. The firm works primarily with individual and family clients and functions as a capital allocator that both manages portfolios and selects third‑party managers. Core advisory services listed in filings include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include asset‑based fees, hourly charges, fixed fees and other fee types. The firm does not characterize itself as an active ESG investor and maintains an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities52%
- Derivatives45%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Other1%
Contacts
1 of 1MATTHEW BAKER
Partner, Senior Wealth AdvisorCRD 6334092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 60Active vs passive
$80.7M in ETFs
82%
$66.5M
18%
$14.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $11.4M | 20,943 | 14.12% |
Location
LAS VEGAS, NV
CLARK
Location
LAS VEGAS, NV
Headquartered in LAS VEGAS, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- CLARK
- Address
- 5940 S Rainbow Blvd
- Time zone
- PT (UTC-8)
- Office locations
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