# Legacy Cornerstone Wealth LLC

> Legacy Cornerstone Wealth LLC is an SEC-registered investment advisory firm in Peoria, AZ, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 17, 2026.

- CRD: 281027
- Filed as: LEGACY CORNERSTONE WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Peoria, AZ
- Filing period: October 2026
- Form ADV filing dated: September 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/281027
- AdvisorCensus page: https://advisorcensus.com/firm/legacy-cornerstone-wealth-llc-peoria-az-281027

## Quick answers

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

**How much does Legacy Cornerstone Wealth LLC charge?**
Its Form ADV Part 2A brochure dated July 10, 2026 states: Hourly rate: $500 an hour (service rendered above the initial deposit amount). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Legacy Cornerstone Wealth LLC located?**
Legacy Cornerstone Wealth LLC's principal office is in Peoria, AZ, according to its Form ADV; the October 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Legacy Cornerstone Wealth LLC registered with the SEC or a state?**
Legacy Cornerstone Wealth LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 281027.

**How much does Legacy Cornerstone Wealth LLC manage?**
Legacy Cornerstone Wealth LLC reports $22,438,801 in regulatory assets under management in its Form ADV filing dated September 17, 2026 (100% discretionary).

**How have Legacy Cornerstone Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Legacy Cornerstone Wealth LLC: Regulatory assets under management: $128,461,837 in the October 2021 data and $22,438,801 in the October 2026 data, down 83%. Total employees: 6 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Legacy Cornerstone Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (181).

**Which custodians does Legacy Cornerstone Wealth LLC use?**
Legacy Cornerstone Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists American Funds & Trusts Incorporated and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets.

**Does Legacy Cornerstone Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/281027

**Does Legacy Cornerstone Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 10, 2026 says: "Legacy Cornerstone Wealth generally requires minimum household size of $250,000 in investable assets."

**What changed in Legacy Cornerstone Wealth LLC's recent Form ADV filings?**
In the July 2026 filing data: Added an office in Peoria, AZ.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 10, 2026)

- Account minimum: $250,000

> Legacy Cornerstone Wealth generally requires minimum household size of $250,000 in investable assets.

- Hourly rate: $500 an hour (service rendered above the initial deposit amount)

> ...invoiced for any service rendered above the initial deposit amount based at the firm’s $500 per hour rate.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- American Funds & Trusts Incorporated
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $22,438,801
- Discretionary: $22,438,801
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 181 | $22,438,801 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, FL, ID, IL, LA, MI, NV, OH, OK, TX, UT, VA, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Peoria, AZ
- San Diego, CA

### Websites listed on Form ADV (Item 1.I)
- [legacycornerstonewealth.com](https://legacycornerstonewealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,461,837 | 6 | March 31, 2021 |
| October 2022 | $198,831,504 | 6 | April 22, 2022 |
| October 2023 | $248,895,688 | 6 | June 9, 2023 |
| October 2024 | $277,441,223 | 6 | March 27, 2024 |
| October 2025 | $248,417,491 | 10 | March 20, 2025 |
| October 2026 | $22,438,801 | 1 | September 17, 2026 |

Regulatory assets under management: $128,461,837 in the October 2021 data and $22,438,801 in the October 2026 data, down 83%.
Total employees: 6 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Added an office in Peoria, AZ.

### May 2026
- Changed its legal name from Legacy Cornerstone Wealth to Legacy Cornerstone Wealth LLC.
- Regulatory assets under management went from $106,102,410 to $22,438,801 (-79%).
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Changed its legal name from Epic Trust Investment Advisors LLC to Legacy Cornerstone Wealth.
- Employees performing advisory functions went from 7 to 1.
- Regulatory assets under management went from $248,417,491 to $106,102,410 (-57%).
- Added an office in San Diego, CA.
- No longer lists an office in Las Vegas, NV.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legacy Cornerstone Wealth LLC (CRD 281027): Form ADV filing data as of October 2026.