LEGACITREE WEALTH MANAGEMENT, LLC

LEGACITREE WEALTH MANAGEMENT, LLC of BUFORD, GA is an SEC-registered investment adviser (CRD 311540). Regulatory assets under management: $7.8M.

Registration

• CRD: 311540
• Type: Registered investment adviser
• Location: 3287 ELMER HILL LANE, BUFORD, GA, 30519
• Phone: 678-983-8468
• Latest filing: 2026-05-07
• Regulatory AUM: $7.8M
• Discretionary AUM: $7.8M
• Clients: 1
• Accounts: 80

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311540 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search