LEGACY WEALTH CONCEPTS

LEGACY WEALTH CONCEPTS of BATON ROUGE, LA is an SEC-registered investment adviser (CRD 117422). Regulatory assets under management: $64.8M.

Registration

• CRD: 117422
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117422 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search