$2.2M Total AUM
$2.2M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Momentum capitalEagle optima +more
- Established Date
- 08-19-2025
- Office Locations
- 1
Office Locations
12203 Quaker AVE #10 Lubbock TX
About Angel Legacy Advisors, LLC
Angel Legacy Advisors, LLC is a Lubbock-based RIA. The firm has been operating for 0 years. Managing $2.2M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$2.2M AVG AUM / ADVISOR
$149.7K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Oak signal Focus legacy Glacier
Client Personas
Ember
Custodian
Meridian harbor Insight Vital Foundation momentum
Fund Managers
Pathway
Investment Themes
Wave Pioneer oak
Investment Vehicles
Bridge wave
Services
Meridian oak Pioneer Horizon signal Timber Pioneer momentum Quantum Foundation Eagle Optima wave Frontier
Technology
Capital eagle Vertex crest Wave prime
Owner & Executives
M
MATTHEW CLAYTON ANGEL
Chief Compliance Officer, PRINCIPAL
- CRD
- #5850953
- Ownership
- 75% or more
(343) 988-3837
signal.vertex@zenithcapital.com
in linkedin.com/in/fusion-value
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,245,188 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,245,188 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,245,188
Equity - Exchange:
26.6% Public Funds:
46.0% Cash:
27.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $559,677,064 | 26.6% |
| Public Funds | $967,862,591 | 46.0% |
| Cash | $576,509,456 | 27.4% |
| Total | $2,104,049,111 | 100.0% |