WEALTH LEGACY GROUP, INC.

WEALTH LEGACY GROUP, INC. of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 145705). Regulatory assets under management: $97.2M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 145705
• Type: Registered investment adviser
• Location: 4540 KEARNY VILLA ROAD, SAN DIEGO, CA, 92123
• Phone: 858-569-0633
• Latest filing: 2026-07-27
• Regulatory AUM: $97.2M
• Discretionary AUM: $97.2M
• Clients: 2
• Accounts: 286

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145705 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search