AZ Legacy Wealth LLC

Overview

AZ Legacy Wealth LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on wealth management for individuals and families. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management for individuals and small businesses. AZ Legacy also exercises a capital allocator role by selecting external managers on behalf of clients rather than operating a large in-house product platform. The firm does not identify as an active ESG investor and does not position itself as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices