VESTED LEGACY WEALTH MANAGEMENT, L.P.

VESTED LEGACY WEALTH MANAGEMENT, L.P. of HOUSTON, TX is an SEC-registered investment adviser (CRD 174462).

Registration

• CRD: 174462
• Type: Registered investment adviser
• Location: 1155 DAIRY ASHFORD, HOUSTON, TX, 77079
• Phone: 832-465-6040
• Latest filing: 2026-03-26
• Clients: 1

Business model

Compensation: % of AUM, Hourly, 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 174462 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search