LEGACY FAMILY OFFICE, LLC

LEGACY FAMILY OFFICE, LLC of BONITA SPRINGS, FL is an SEC-registered investment adviser (CRD 147160). Regulatory assets under management: $65.1M.

Registration

• CRD: 147160
• SEC file number: 801-69166
• Type: Registered investment adviser
• Location: 9990 COCONUT ROAD, BONITA SPRINGS, FL, 34135
• Phone: 239-949-1982
• Latest filing: 2026-03-16
• Regulatory AUM: $65.1M
• Discretionary AUM: $65.1M
• Clients: 3
• Accounts: 71

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147160 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search