Legacy Cornerstone Wealth LLC
● SEC registered since 2021CRD 281027SEC# 801-120618Las Vegas, NV
Reg. AUM
$22.4M
Employees
1
Accounts
560
Location
Las Vegas, NV
Legacy Cornerstone Wealth LLC assets under management
Legacy Cornerstone Wealth LLC is a registered investment adviser overseen by the SEC based in Las Vegas, NV. The firm has been registered since 2021. It reports $22.4 million in regulatory assets under management and employs 1 people.
Legacy Cornerstone Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Matthew J Baker Control | Owner/Cco | Over 75% | 2026 |
Frequently asked questions
How much does Legacy Cornerstone Wealth LLC manage?
Legacy Cornerstone Wealth LLC reports $22.4 million in regulatory assets under management on its Form ADV.
How many employees does Legacy Cornerstone Wealth LLC have?
Legacy Cornerstone Wealth LLC reports 1 employees.
Where is Legacy Cornerstone Wealth LLC located?
Legacy Cornerstone Wealth LLC is based in Las Vegas, NV and has been SEC-registered since 2021.
Does Legacy Cornerstone Wealth LLC disclose fund performance?
Legacy Cornerstone Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5940 S Rainbow Blvd, Las Vegas, NV 89118 |
| Phone | 702-767-9891 |
| Office hours | 9 - 5 M-Th, 9 - 4 F |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$22.4M▼ 91%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 98%
Larger than 2% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$22.4Mregulatory AUM
Discretionary $22.4M