# LEGACY WEALTH, INC.

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

## Registration

- CRD: 337405
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/337405/brochure
- Similar advisers: https://search.stillhousedata.com/firm/337405/similar
- Related entities: https://search.stillhousedata.com/firm/337405/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/337405

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.