# LEGACY WEALTH CONCEPTS

LEGACY WEALTH CONCEPTS of BATON ROUGE, LA is an SEC-registered investment adviser.

## Registration

- CRD: 117422
- Type: SEC-registered investment adviser
- Location: 17461 JEFFERSON HWY., BATON ROUGE, LA, 70817
- Phone: 225-766-9506
- Latest filing: 2025-03-28
- Regulatory AUM: $64.8M
- Non-discretionary AUM: $64.8M
- Clients: 2
- Accounts: 151

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117422/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117422/similar
- Related entities: https://search.stillhousedata.com/firm/117422/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117422

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.