LEGACYBRIDGE WEALTH MANAGEMENT, LLC

Overview

Legacybridge Wealth Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm caters to individual and family clients and presents itself as a capital allocator that combines financial planning with adviser selection services. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Advisory services listed on its filing emphasize financial planning, selection of other advisers, and pension consulting. The firm reports it is not an active ESG investor and is not organized as a multi-state adviser. Legacybridge identifies industry relationships with a law firm and an insurance company, which may reflect referral or service relationships rather than affiliated broker-dealer activity.

Assets & Accounts

Public Holdings

Investments & Alternatives