LEGEND PRIVATE WEALTH, LLC

LEGEND PRIVATE WEALTH, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 308639). Regulatory assets under management: $71.0M.

Registration

• CRD: 308639
• Type: Registered investment adviser
• Location: 15720 BRIXHAM HILL AVENUE, CHARLOTTE, NC, 28277
• Phone: 704-577-8159
• Latest filing: 2026-03-13
• Regulatory AUM: $71.0M
• Discretionary AUM: $55.0M
• Non-discretionary AUM: $16.0M
• Clients: 2
• Accounts: 198

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308639 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search