LEGADO WEALTH MANAGEMENT LLC
CRD #305263 SEC #801-122329 NEW YORK, NY 212-697-3420
SEC Registered
Total AUM
$25.4M
Discretionary
$25.4M
Employees
1
Clients
0
Accounts
90
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $25.4M | $25.4M | $0 | 1 | 42 |
| Mar 2024 | $16.4M | $14.7M | $1.6M | 1 | 50 |
| May 2023 | $47.7M | $13.1M | $34.6M | 1 | 0 |
| Apr 2023 | $47.7M | $13.1M | $34.6M | 1 | 0 |
| Mar 2023 | $47.7M | $13.1M | $34.6M | 1 | 0 |
| Mar 2022 | $50.1M | $5.6M | $44.5M | 1 | 13 |
| Dec 2021 | $44.9M | $2.7M | $42.2M | 1 | 13 |
| Nov 2021 | $44.9M | $2.7M | $42.2M | 1 | 13 |
| Aug 2021 | $44.9M | $2.7M | $42.2M | 1 | 13 |
DateApr 2025
Total AUM$25.4M
Discretionary$25.4M
Non-Disc.$0
Employees1
Clients42
DateMar 2024
Total AUM$16.4M
Discretionary$14.7M
Non-Disc.$1.6M
Employees1
Clients50
DateMay 2023
Total AUM$47.7M
Discretionary$13.1M
Non-Disc.$34.6M
Employees1
Clients0
DateApr 2023
Total AUM$47.7M
Discretionary$13.1M
Non-Disc.$34.6M
Employees1
Clients0
DateMar 2023
Total AUM$47.7M
Discretionary$13.1M
Non-Disc.$34.6M
Employees1
Clients0
DateMar 2022
Total AUM$50.1M
Discretionary$5.6M
Non-Disc.$44.5M
Employees1
Clients13
DateDec 2021
Total AUM$44.9M
Discretionary$2.7M
Non-Disc.$42.2M
Employees1
Clients13
DateNov 2021
Total AUM$44.9M
Discretionary$2.7M
Non-Disc.$42.2M
Employees1
Clients13
DateAug 2021
Total AUM$44.9M
Discretionary$2.7M
Non-Disc.$42.2M
Employees1
Clients13