LEGACY CAPITAL WEALTH MANAGEMENT, LLC
Legal name: LEGACY CAPITAL
CRD #332184 SEC #801-130850 THE WOODLANDS, TX (281) 595-1996
SEC Registered
Total AUM
$193.9M
Discretionary
$193.9M
Employees
3
Clients
--
Accounts
741
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $193.9M | $193.9M | $0 | 3 | 0 |
| Apr 2025 | $193.9M | $193.9M | $0 | 3 | 0 |
| Mar 2025 | $193.9M | $193.9M | $0 | 3 | 0 |
| Feb 2025 | $193.9M | $193.9M | $0 | 3 | 0 |
| Feb 2025 | $193.9M | $193.9M | $0 | 3 | 0 |
| Dec 2024 | $181.5M | $181.5M | $0 | 3 | 0 |
| Sep 2024 | $181.5M | $181.5M | $0 | 3 | 0 |
| Jul 2024 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$193.9M
Discretionary$193.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2025
Total AUM$193.9M
Discretionary$193.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$193.9M
Discretionary$193.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$193.9M
Discretionary$193.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$193.9M
Discretionary$193.9M
Non-Disc.$0
Employees3
Clients0
DateDec 2024
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees3
Clients0
DateSep 2024
Total AUM$181.5M
Discretionary$181.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0