LEGACY WEALTH, INC.

LEGACY WEALTH, INC. of GRANITE BAY, CA is an SEC-registered investment adviser (CRD 337405).

Registration

• CRD: 337405
• Type: Registered investment adviser
• Location: 6957 DOUGLAS BLVD., GRANITE BAY, CA, 95746
• Phone: 916-761-2066
• Latest filing: 2026-03-30
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 337405 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search