Legacy Cornerstone Wealth LLC
Firm details
- Headquarters
- Peoria, Arizona
- 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 investment adviser formed as an LLC and registered in 2021. The firm is owner‑managed and focuses on serving individual and family clients. It describes itself as a capital allocator and offers a mix of financial planning and portfolio management for individuals and small businesses, along with pension consulting and the selection of other advisers. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. Legacy Cornerstone is not identified as an active ESG investor and is not operating as a multi‑state adviser. The firm also maintains an industry affiliation with an insurance company.
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
- Exchange Traded Equities52%
- Derivatives45%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- Other1%
Contacts
1 of 1
Matthew 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
Peoria, AZ
Maricopa
Location
Peoria, AZ
Headquartered in Peoria, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 10815 W Nosean Rd
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
21:5 Advisors, LLC
RIAPeoria, AZ
Clarus Wealth Advisors, LLC
RIAPeoria, AZ
Kingdom Financial Group, LLC
RIAPeoria, AZ
Lifetime Investments & Insurance LLC
RIAPeoria, AZ
Clearview Private Wealth
RIAPeoria, AZ
Valhalla Advisors LLC
RIAGlendale, AZ