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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| CURTIS, KIMBERLY, LOUISE | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| HOBBS, JUSTIN, MICHAEL | I | SHAREHOLDER | A | |
| HOBBS, JUSTIN, MICHAEL | I | SHAREHOLDER | A | |
| HOBBS, JUSTIN, MICHAEL | I | SHAREHOLDER | A | |
| HOBBS, JUSTIN, MICHAEL | I | SHAREHOLDER | A | |
| HOBBS, JUSTIN, MICHAEL | I | SHAREHOLDER | A |
Registrations
Federal
IA
Feb 6, 2024 REGISTERED
Notice Filings (3)
CA CO TX
Address
1040 S. GAYLORD STREET#41
DENVER, CO 80209
United States
Phone: 303-753-7578