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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 1, 2025
- 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 |
|---|---|---|---|---|
| FLORES DE VALGAZ, OSCAR, DAVID | I | MANAGING MEMBER/CCO | E | Control |
| FLORES DE VALGAZ, OSCAR, DAVID | I | MANAGING MEMBER/CCO | E | Control |
| FLORES DE VALGAZ, OSCAR, DAVID | I | MANAGING MEMBER/CCO | E | Control |
| FLORES DE VALGAZ, OSCAR, DAVID | I | MANAGING MEMBER/CCO | E | Control |
| FLORES DE VALGAZ, OSCAR, DAVID | I | MANAGING MEMBER/CCO | E | Control |
| FLORES DE VALGAZ, OSCAR, DAVID | I | MANAGING MEMBER/CCO | E | Control |
| FLORES DE VALGAZ, OSCAR, DAVID | I | MANAGING MEMBER/CCO | E | Control |
| FLORES DE VALGAZ, OSCAR, DAVID | I | MANAGING MEMBER/CCO | E | Control |
| FLORES DE VALGAZ, OSCAR, DAVID | I | MANAGING MEMBER/CCO | E | Control |
Registrations
Federal
IA
Apr 1, 2025 REGISTERED
Notice Filings (4)
CA FL NC NY
Address
405 LEXINGTON AVENUE, 9TH FLOORNEW YORK, NY 10174
United States
Phone: 212-697-3420