LEGADO WEALTH MANAGEMENT LLC
LEGADO WEALTH MANAGEMENT LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 305263). Regulatory assets under management: $51.0M.
Registration
- CRD: 305263
- SEC file number: 801-122329
- Type: Registered investment adviser
- Location: 405 LEXINGTON AVENUE, 9TH FLOOR, NEW YORK, NY, 10174
- Phone: 212-697-3420
- Latest filing: 2026-02-17
- Regulatory AUM: $51.0M
- Discretionary AUM: $51.0M
- Clients: 1
- Accounts: 149
Business model
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Oscar David Flores De Valgaz | MANAGING MEMBER/CCO | — |
| FLORES DE VALGAZ OSCAR DAVID | MANAGING MEMBER/CCO | — |
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