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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Glacier
- Established Date
- 08-01-2014
- Office Locations
- 1
Office Locations
About AZ Legacy Wealth LLC
AZ Legacy Wealth LLC is a Glendale, AZ boutique wealth advisory serving retail clients with portfolio construction and ongoing account management. The firm emphasizes investment strategies, asset allocation, manager selection, and performance reporting, with support for tax strategies and life insurance planning. Custody commonly via Schwab/TD Ameritrade; SmartVestor affiliation is highlighted.
Team overview
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Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HEIDI C LUEKENGA
Wealth Advisor
- CRD
- --
- Ownership
- 50% but less than 75%
ROSS WAYNE LUEKENGA III
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member, Wealth Management Advisor
- CRD
- #5136879
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Howard Luekenga
--
- CRD
- #8293422
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $65,782,548 | -- |
| Non-Discretionary | $0 | -- |
| Total | $65,782,548 | -- |
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Separately Managed Accounts
Total SMA Asset: $65,782,548
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,111,508,387 | 31.9% |
| Cash | $1,212,554,604 | 34.8% |
| Equity - Exchange | $519,168,494 | 14.9% |
| Equity - OTC | $641,120,825 | 18.4% |
| Total | $3,484,352,310 | 100.0% |