Legacy Cornerstone Wealth LLC

RIASEC RegisteredEst. 2021

Total AUM

$22.4M

Discretionary

$22.4M

100% of AUM

Avg account

$40.1K

Accounts

560

Employees

Advisory reps

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

FINTRX

Overview

Legacy Cornerstone Wealth LLC is an independent registered investment adviser organized as an LLC and active since 2021. The firm serves individual and family clients and positions itself as a capital allocator, both managing portfolios and selecting third‑party managers on clients’ behalf. Its advisory services include financial planning, portfolio management for individuals and small businesses, and assistance in selecting other advisers; pension consulting is also listed among its advisory activities. Fee arrangements are flexible and include percentage‑of‑AUM billing plus hourly, fixed‑fee, and other structures. The firm is not identified as an active ESG investor.