WEALTH LEGACY INSTITUTE, INC.
WEALTH LEGACY INSTITUTE, INC. of DENVER, CO is an SEC-registered investment adviser (CRD 144152). Regulatory assets under management: $197.4M.
Registration
- CRD: 144152
- SEC file number: 801-111847
- Type: Registered investment adviser
- Location: 1040 S. GAYLORD STREET, #41, DENVER, CO, 80209
- Phone: 303-753-7578
- Latest filing: 2024-02-06
- Regulatory AUM: $197.4M
- Discretionary AUM: $197.4M
- Clients: 3
- Accounts: 491
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| HOBBS DEREK MICHAEL | SHAREHOLDER | — |
| CURTIS KIMBERLY LOUISE | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GEHL MARY ELLEN | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
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