Key facts
- LEGADO WEALTH MANAGEMENT LLC is a other based in NEW YORK, NY.
- LEGADO WEALTH MANAGEMENT LLC reports $31.0M in regulatory assets under management, per its SEC Form ADV (2026-02).
Registered with the SEC
Form ADV · 2026-02 · CRD 305263- Regulatory AUM
- $31.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 1
- Registered office
- NEW YORK, NY
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for LEGADO WEALTH MANAGEMENT LLC are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is LEGADO WEALTH MANAGEMENT LLC's AUM?
- LEGADO WEALTH MANAGEMENT LLC manages approximately $31.0M in assets.