AZ LEGACY WEALTH LLC

Overview

AZ Legacy Wealth LLC is a small, owner-operated wealth advisor focused on individual and family clients. The firm delivers portfolio management for individuals and small businesses and acts as a capital allocator by selecting third‑party advisers and external managers when appropriate. Its fee model is a percentage of assets under management, and it operates as a single‑state adviser rather than a multi‑state practice. AZ Legacy Wealth does not position itself as an active ESG investor. Investment activity centers on traditional public fund vehicles as the core of client portfolios, supplemented with targeted allocations to alternatives where the firm sees value—primarily real estate, commodities and oil & gas. The firm’s advisory posture favors working with outside specialists for non‑traditional exposures, using due‑diligence and manager selection to plug alternative strategies into client accounts rather than operating an in‑house alternatives platform.

Assets & Accounts

Investments & Alternatives

Location & Offices