LEGADO WEALTH MANAGEMENT LLC
SEC RegisteredMaking Your Future a Success
About the firm
Legado Wealth Management LLC is an independent financial services firm based in New York, NY. The firm focuses on providing individualized financial solutions to affluent families, retirement plan employees, corporate executives, and business owners, both locally and outside of the U.S.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment advice, retirement planning, education funding, and estate planning.
Who they serve
Affluent families, retirement plan employees, corporate executives, and business owners, both locally and outside of the U.S., including non-U.S. investors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 29 | $6.2M |
| High Net Worth Individuals | 46 | $45M |
75 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEGADO WEALTH MANAGEMENT LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.