LEGACY ONE WEALTH MANAGEMENT

LEGACY ONE WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 284863). Regulatory assets under management: $3.0M.

Registration

• CRD: 284863
• Type: Registered investment adviser
• Phone: 336-885-1902
• Latest filing: 2026-04-30
• Regulatory AUM: $3.0M
• Discretionary AUM: $3.0M
• Clients: 1
• Accounts: 18

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 284863 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search