LEGACY WEALTH

Overview

Legacy Wealth is a privately held limited liability company that acts as a capital allocator for individual and family clients. The firm combines financial planning with discretionary portfolio management and the selection of third‑party advisers, running a fee mix of percentage‑of‑AUM and fixed fees. Its investment tilt is toward publicly traded equities—exchange‑traded names are the dominant asset class—but the firm also sources less liquid exposures through outside managers across private markets and hedge strategies. Service offerings include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting-type services, and manager selection. Legacy Wealth maintains business relationships with a broker‑dealer and an insurance company to support distribution, insurance solutions and execution. The firm does not present itself as an active ESG investor.

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Public Holdings

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Location & Offices