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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 338 clients, or 169 clients per representative. That equates to $194.6K in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on August 19, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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The full AZ Legacy Wealth LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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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
SMA allocation detail is available
AZ Legacy Wealth LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.