LEGACYTEXAS WEALTH ADVISORS, LLC
Legal name: LEGACYTEXAS WEALTH ADVISORS
CRD #139792 SEC #801-68997 RICHARDSON, TX 972-461-1525
SEC Registered
Total AUM
$70M
Discretionary
$21M
Employees
3
Clients
0
Accounts
58
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2013 | $70M | $21M | $49M | 3 | 26 |
| Mar 2013 | $70M | $21M | $49M | 3 | 26 |
| Feb 2013 | $70M | $21M | $49M | 3 | 26 |
| Feb 2013 | $70M | $21M | $49M | 2 | 26 |
| Jan 2013 | $70M | $21M | $49M | 2 | 26 |
| Apr 2012 | $158.3M | $13.8M | $144.4M | 1 | 26 |
| Apr 2012 | $158.3M | $13.8M | $144.4M | 1 | 26 |
| Mar 2012 | $158.3M | $13.8M | $144.4M | 1 | 26 |
| Nov 2011 | $130M | $17M | $113M | 1 | 26 |
| Apr 2011 | $130M | $17M | $113M | 5 | -- |
| Mar 2011 | $130M | $17M | $113M | 5 | -- |
| Mar 2010 | $152.3M | $30.3M | $122M | 5 | -- |
| Mar 2008 | $35M | $17M | $18M | 5 | -- |
DateApr 2013
Total AUM$70M
Discretionary$21M
Non-Disc.$49M
Employees3
Clients26
DateMar 2013
Total AUM$70M
Discretionary$21M
Non-Disc.$49M
Employees3
Clients26
DateFeb 2013
Total AUM$70M
Discretionary$21M
Non-Disc.$49M
Employees3
Clients26
DateFeb 2013
Total AUM$70M
Discretionary$21M
Non-Disc.$49M
Employees2
Clients26
DateJan 2013
Total AUM$70M
Discretionary$21M
Non-Disc.$49M
Employees2
Clients26
DateApr 2012
Total AUM$158.3M
Discretionary$13.8M
Non-Disc.$144.4M
Employees1
Clients26
DateApr 2012
Total AUM$158.3M
Discretionary$13.8M
Non-Disc.$144.4M
Employees1
Clients26
DateMar 2012
Total AUM$158.3M
Discretionary$13.8M
Non-Disc.$144.4M
Employees1
Clients26
DateNov 2011
Total AUM$130M
Discretionary$17M
Non-Disc.$113M
Employees1
Clients26
DateApr 2011
Total AUM$130M
Discretionary$17M
Non-Disc.$113M
Employees5
Clients--
DateMar 2011
Total AUM$130M
Discretionary$17M
Non-Disc.$113M
Employees5
Clients--
DateMar 2010
Total AUM$152.3M
Discretionary$30.3M
Non-Disc.$122M
Employees5
Clients--
DateMar 2008
Total AUM$35M
Discretionary$17M
Non-Disc.$18M
Employees5
Clients--