AZ Legacy Wealth LLC

Overview

AZ Legacy Wealth LLC is an independent, owner-operated advisory firm organized as an LLC that manages assets for individuals, families and small businesses. The firm bills on a percentage-of-AUM basis and identifies itself as a capital allocator that both manages portfolios directly and selects outside managers on clients’ behalf. Its advisory activities emphasize portfolio management for individuals/small businesses and the selection of other advisers. The firm reports state registration in Arizona and Texas and does not position itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices