LEGADO WEALTH MANAGEMENT LLC

Overview

Legado Wealth Management LLC is an independent registered investment adviser focused on serving individuals and families, with an owner-operated structure. The firm offers financial planning and portfolio management for individuals and small businesses while also operating as an insurance broker and seller of other financial products. Legado charges clients on a percentage-of-AUM basis for ongoing relationships and uses hourly billing for project work or planning engagements. Investment activity skews toward equities: the firm shows a clear preference for exchange-traded equities as the primary implementation vehicle. Portfolios are managed on a discretionary basis, with the firm executing allocations rather than acting solely as a referral or planner. Legado is not positioned as an ESG-driven allocator and does not present itself as a multi-state or pension-focused consultant. It is not a capital allocator running proprietary funds; instead it uses third-party managers where needed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices