# Legacitree Wealth Management, LLC

> Legacitree Wealth Management, LLC is a state-registered investment advisory firm in Buford, GA, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 7, 2026.

- CRD: 311540
- Filed as: LEGACITREE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Buford, GA
- Filing period: October 2026
- Form ADV filing dated: May 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311540
- AdvisorCensus page: https://advisorcensus.com/firm/legacitree-wealth-management-llc-buford-ga-311540

## Quick answers

**How is Legacitree Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Legacitree Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Legacitree Wealth Management, LLC located?**
Legacitree Wealth Management, LLC's principal office is in Buford, GA, according to its Form ADV.

**Is Legacitree Wealth Management, LLC registered with the SEC or a state?**
Legacitree Wealth Management, LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 311540.

**How much does Legacitree Wealth Management, LLC manage?**
Legacitree Wealth Management, LLC reports $7,825,000 in regulatory assets under management in its Form ADV filing dated May 7, 2026 (100% discretionary).

**What types of clients does Legacitree Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (70).

**Does Legacitree Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311540

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $7,825,000
- Discretionary: $7,825,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 70 | $5,525,000 |
| High net worth individuals | Fewer than 5 | $2,300,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacitree Wealth Management, LLC (CRD 311540): Form ADV filing data as of October 2026.