LEGACY WEALTH CAPITAL, LLC.

LEGACY WEALTH CAPITAL, LLC. is an SEC-registered investment adviser (CRD 175197). Regulatory assets under management: $6.5M.

Registration

• CRD: 175197
• Type: Registered investment adviser
• Phone: 408-460-4845
• Latest filing: 2026-05-13
• Regulatory AUM: $6.5M
• Discretionary AUM: $6.5M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 175197 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search