# Wealth Legacy Group, Inc.

> 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.

- CRD: 145705
- Filed as: WEALTH LEGACY GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: July 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/145705
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-legacy-group-inc-san-diego-ca-145705

## Quick answers

**How is Wealth Legacy Group, Inc. compensated?**
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.

**Where is Wealth Legacy Group, Inc. located?**
Wealth Legacy Group, Inc.'s principal office is in San Diego, CA, according to its Form ADV.

**Is Wealth Legacy Group, Inc. registered with the SEC or a state?**
Wealth Legacy Group, Inc. is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 145705.

**How much does Wealth Legacy Group, Inc. manage?**
Wealth Legacy Group, Inc. reports $97,207,561 in regulatory assets under management in its Form ADV filing dated July 27, 2026 (100% discretionary).

**What types of clients does Wealth Legacy Group, Inc. serve?**
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).

**Does Wealth Legacy Group, Inc. report any disciplinary disclosures?**
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

## 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: $97,207,561
- Discretionary: $97,207,561
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $7,588,144 |
| High net worth individuals | 57 | $79,648,941 |
| Charitable organizations | 6 | $9,970,476 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2008 (18 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(5): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/145705

### Websites listed on Form ADV (Item 1.I)
- wealthlegacygroup.com
- LinkedIn @wealthlegacygroup
- YouTube @UCr0BcxBgvQSxvo1wVaJgFLw

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Legacy Group, Inc. (CRD 145705): Form ADV filing data as of October 2026.