# Legado Wealth Management LLC

> Legado Wealth Management LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 17, 2026.

- CRD: 305263
- Filed as: LEGADO WEALTH MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: February 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/305263
- AdvisorCensus page: https://advisorcensus.com/firm/legado-wealth-management-llc-new-york-ny-305263

## Quick answers

**How is Legado Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Legado Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Legado Wealth Management LLC charge?**
Its Form ADV Part 2A brochure dated February 17, 2026 states: Hourly rate: $250 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Legado Wealth Management LLC located?**
Legado Wealth Management LLC's principal office is in New York, NY, according to its Form ADV.

**Is Legado Wealth Management LLC registered with the SEC or a state?**
Legado Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 305263.

**How much does Legado Wealth Management LLC manage?**
Legado Wealth Management LLC reports $51,030,108 in regulatory assets under management in its Form ADV filing dated February 17, 2026 (100% discretionary).

**How have Legado Wealth Management LLC's assets and staff changed since 2022?**
In the Form ADV data for Legado Wealth Management LLC: Regulatory assets under management: $50,093,393 in the October 2022 data and $51,030,108 in the October 2026 data, up 2%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Legado Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (29).

**Does Legado 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 SEC record: https://adviserinfo.sec.gov/firm/summary/305263

**What changed in Legado Wealth Management LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $25,401,836 to $51,030,108 (+101%). Registered or notice-filed in FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 17, 2026)

- Hourly rate: $250 an hour (financial planning and consulting services)

> LWM offers financial planning and consulting services on either an hourly basis or a fixed engagement. Hourly engagements are billed at the rate of $250 per hour

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

### Regulatory assets under management (Item 5.F)
- Total: $51,030,108
- Discretionary: $51,030,108
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $6,227,172 |
| High net worth individuals | 46 | $44,802,936 |

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

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

### Websites listed on Form ADV (Item 1.I)
- legadowealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $50,093,393 | 1 | March 30, 2022 |
| October 2023 | $47,682,234 | 1 | May 18, 2023 |
| October 2024 | $16,377,057 | 1 | March 30, 2024 |
| October 2025 | $25,401,836 | 1 | April 1, 2025 |
| October 2026 | $51,030,108 | 1 | February 17, 2026 |

Regulatory assets under management: $50,093,393 in the October 2022 data and $51,030,108 in the October 2026 data, up 2%.
Total employees: 1 in October 2022 and 1 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $25,401,836 to $51,030,108 (+101%).
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Legado Wealth Management LLC (CRD 305263): Form ADV filing data as of October 2026.