LEGACY CORNERSTONE WEALTH LLC of PEORIA, AZ is an SEC-registered investment adviser (CRD 281027). Regulatory assets under management: $22.4M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Gery Joseph Sadzewicz | CHIEF COMPLIANCE OFFICER | — |
| Jeffery Paul Lewis | MANAGING MEMBER; OWNER | — |
| SADZEWICZ GERY JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| LEWIS JERALD PAUL | MANAGING MEMBER; MANAGING MEMBER/CCO; OWNER | — |
| SELBY LORI ANN | VICE PRESIDENT | — |
| Burt Nathan | OWNER | — |
| Reil Tyson | OWNER | — |
| Matthew J Baker | OWNER/CCO | — |