Legado Wealth Management LLC
● SEC registered since 2022CRD 305263SEC# 801-122329New York, NY
Reg. AUM
$51M
Employees
1
Accounts
149
Location
New York, NY
Legado Wealth Management LLC assets under management
Legado Wealth Management LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2022. It reports $51 million in regulatory assets under management and employs 1 people.
Legado Wealth Management LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Oscar David Flores De Valgaz Control | Managing Member/Cco | Over 75% | 2019 |
Frequently asked questions
How much does Legado Wealth Management LLC manage?
Legado Wealth Management LLC reports $51 million in regulatory assets under management on its Form ADV.
How many employees does Legado Wealth Management LLC have?
Legado Wealth Management LLC reports 1 employees.
Where is Legado Wealth Management LLC located?
Legado Wealth Management LLC is based in New York, NY and has been SEC-registered since 2022.
Does Legado Wealth Management LLC disclose fund performance?
Legado Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 405 Lexington Avenue, 9th Floor, New York, NY 10174 |
| Phone | 212-697-3420 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$51M▲ 101%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$51Mregulatory AUM
Discretionary $51M