LEGACY & WEALTH FINANCIAL ADVISORS

LEGACY & WEALTH FINANCIAL ADVISORS of IRVINE, CA is an SEC-registered investment adviser (CRD 284432). Regulatory assets under management: $58.8M.

Registration

• CRD: 284432
• Type: Registered investment adviser
• Location: 300 SPECTRUM CENTER DRIVE, IRVINE, CA, 92618
• Phone: 949-529-1655
• Latest filing: 2026-02-11
• Regulatory AUM: $58.8M
• Discretionary AUM: $58.8M
• Clients: 1
• Accounts: 112

Business model

Compensation: % of AUM, Hourly.

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 284432 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search