AZ LEGACY WEALTH LLC

AZ LEGACY WEALTH LLC of GLENDALE, AZ is an SEC-registered investment adviser (CRD 308906). Regulatory assets under management: $65.8M.

Registration

• CRD: 308906
• Type: Registered investment adviser
• Location: 6751 NORTH SUNSET BOULEVARD, GLENDALE, AZ, 85305
• Phone: 623-933-3442
• Latest filing: 2026-06-17
• Regulatory AUM: $65.8M
• Discretionary AUM: $65.8M
• Clients: 2
• Accounts: 889

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308906 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search