{
  "crd_number": 145705,
  "slug": "wealth-legacy-group-inc-san-diego-ca-145705",
  "primary_business_name": "WEALTH LEGACY GROUP, INC.",
  "legal_name": "WEALTH LEGACY GROUP, INC.",
  "dbas": [],
  "city": "San Diego",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41740",
  "metro": {
    "cbsa_code": "41740",
    "common_name": "San Diego",
    "msa_name": "San Diego-Chula Vista-Carlsbad, CA",
    "path": "/advisors/ca/san-diego"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2008-02-19",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-07-27",
  "carried_forward": false,
  "raum_total": 97207561.0,
  "raum_discretionary": 97207561.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 9970476.0,
      "count": 6
    },
    "individuals": {
      "raum": 7588144.0,
      "count": 31
    },
    "high_net_worth_individuals": {
      "raum": 79648941.0,
      "count": 57
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "periodicals_newsletters",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA"
  ],
  "websites": [
    "https://linkedin.com/in/wealthlegacygroup",
    "https://wealthlegacygroup.com",
    "https://youtube.com/channel/UCr0BcxBgvQSxvo1wVaJgFLw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145705",
  "disclosure_items": [
    {
      "item": "11.D(5)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever denied, suspended, or revoked the registration or license of the firm or an advisory affiliate, prevented either by order from associating with an investment-related business, or restricted either one's activity?"
    }
  ],
  "city_as_filed": "SAN DIEGO",
  "url": "https://advisorcensus.com/firm/wealth-legacy-group-inc-san-diego-ca-145705",
  "display_name": "Wealth Legacy Group, Inc.",
  "summary": "Wealth Legacy Group, Inc. is a state-registered investment advisory firm in San Diego, CA, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 27, 2026.",
  "citation": "AdvisorCensus. Wealth Legacy Group, Inc. (CRD 145705): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Wealth Legacy Group, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wealth Legacy Group, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Wealth Legacy Group, Inc. located?",
      "a": "Wealth Legacy Group, Inc.'s principal office is in San Diego, CA, according to its Form ADV."
    },
    {
      "q": "Is Wealth Legacy Group, Inc. registered with the SEC or a state?",
      "a": "Wealth Legacy Group, Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145705."
    },
    {
      "q": "How much does Wealth Legacy Group, Inc. manage?",
      "a": "Wealth Legacy Group, Inc. reports $97,207,561 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Wealth Legacy Group, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (57); individuals (other than high net worth individuals) (31); charitable organizations (6)."
    },
    {
      "q": "Does Wealth Legacy Group, Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(5) (another regulator's denial, suspension, or revocation of a registration or license, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145705"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/wealth-legacy-group-inc-san-diego-ca-145705.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 31,
      "fewer_than_5": false,
      "raum": 7588144.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 57,
      "fewer_than_5": false,
      "raum": 79648941.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 6,
      "fewer_than_5": false,
      "raum": 9970476.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/145705",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}