LEGEND PRIVATE WEALTH, LLC

Overview

Legend Private Wealth, LLC is an independent registered investment adviser that serves individuals and families with a fee model based on a percentage of assets under management. The firm acts as a capital allocator and combines traditional wealth management services—financial planning and portfolio management for individuals and small businesses—with insurance brokerage capabilities. Its advisory scope also includes pension consulting and selection of other advisers, which points to a hybrid model of in-house portfolio construction and outsourced manager relationships. Investment activity is equity‑tilted: the firm’s stated preference is equities and exchange‑traded securities make up the bulk of its managed assets. Legend is not positioned as an ESG investor and does not present itself as a multistate adviser. The firm employs both discretionary management (the majority) and non‑discretionary relationships for clients who retain more control over implementation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices