LEGION PRIVATE WEALTH MANAGEMENT

LEGION PRIVATE WEALTH MANAGEMENT of ELLENSBURG, WA is an SEC-registered investment adviser (CRD 322476). Regulatory assets under management: $6.9M.

Registration

• CRD: 322476
• Type: Registered investment adviser
• Location: 1206 N. DOLARWAY ROAD, ELLENSBURG, WA, 98926
• Phone: 509-899-7252
• Latest filing: 2026-04-13
• Regulatory AUM: $6.9M
• Discretionary AUM: $5.9M
• Non-discretionary AUM: $1.1M
• Clients: 2
• Accounts: 28

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 322476 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search