WEALTH LEGACY GROUP, INC.

Overview

Wealth Legacy Group, Inc. is an independent registered investment adviser that serves individuals, families and institutional clients and positions itself as a capital allocator. The firm leans strongly toward equity exposure, deploying a mix of exchange-traded equities and managed separate accounts while supplementing portfolios with mutual funds and annuities where appropriate. Advisory services include comprehensive financial planning, manager selection, and investor education through publications and seminars, indicating a consultative, multi-faceted client relationship model. The firm’s fee menu is broad — percentage of AUM, hourly and fixed fees, and performance-based arrangements — which suggests they tailor pricing to client needs and to specialist mandates such as alternative or private placements where performance fees are more common. Wealth Legacy Group, Inc. does not list ESG as an active investing pillar and currently operates without multi-state registration status listed.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices