WEALTH LEGACY INSTITUTE, INC.
CRD #144152 SEC #801-111847 DENVER, CO 303-753-7578
SEC Registered
Total AUM
$197.4M
Discretionary
$197.4M
Employees
3
Clients
101
Accounts
491
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $197.4M | $197.4M | $0 | 3 | 0 |
| Mar 2023 | $174.8M | $174.8M | $0 | 3 | 110 |
| Dec 2022 | $190.1M | $190.1M | $0 | 4 | 0 |
| Jun 2022 | $190.1M | $190.1M | $0 | 4 | 0 |
| Jan 2022 | $190.1M | $190.1M | $0 | 4 | 0 |
| Feb 2021 | $160.8M | $160.8M | $0 | 4 | 0 |
| Jun 2020 | $146.9M | $146.9M | $0 | 4 | 0 |
| Feb 2020 | $146.9M | $146.9M | $0 | 4 | 0 |
| Jul 2019 | $113.1M | $113.1M | $0 | 4 | 0 |
| Jan 2019 | $113.1M | $113.1M | $0 | 4 | 0 |
| Mar 2018 | $107M | $107M | $0 | 2 | 105 |
| Sep 2017 | $100.8M | $100.8M | $0 | 4 | 100 |
| Jun 2011 | $27M | $27M | $0 | 5 | -- |
| Apr 2011 | $27M | $27M | $0 | 5 | -- |
| Apr 2011 | $27M | $27M | $0 | 5 | -- |
| Mar 2011 | $27M | $27M | $0 | 5 | -- |
| Nov 2007 | $29.3M | $29.3M | $0 | 5 | -- |
| Aug 2007 | $0 | $0 | $0 | 5 | -- |
DateFeb 2024
Total AUM$197.4M
Discretionary$197.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees3
Clients110
DateDec 2022
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees4
Clients0
DateJun 2022
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2022
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$160.8M
Discretionary$160.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees4
Clients0
DateJul 2019
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees4
Clients0
DateJan 2019
Total AUM$113.1M
Discretionary$113.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees2
Clients105
DateSep 2017
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees4
Clients100
DateJun 2011
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$27M
Discretionary$27M
Non-Disc.$0
Employees5
Clients--
DateNov 2007
Total AUM$29.3M
Discretionary$29.3M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--