$22.4M Total AUM
$22.4M Disc. AUM
-56.2% 3Y CAGR
1 Employees
187 ADV. Clients
10 yrs Firm Age
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- Custodian
- American Funds · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- Matrix quantum
- Established Date
- 10-16-2015
- Office Locations
- 1
Office Locations
23131 N Lake Pleasant Parkway Peoria AZ
About Legacy Cornerstone Wealth LLC
Epic Private Wealth is an independent, fiduciary wealth management firm integrating portfolio management, retirement income design, and advanced tax strategy to improve after-tax outcomes. Best fit for high-net-worth individuals/families, pre-retirees/retirees, and service-based business owners seeking coordinated planning, legacy guidance, and CFO-level support. Operates across WA, UT, and AZ.
Team overview
-- AVG AGE
$22.4M AVG AUM / ADVISOR
$120.0K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Quantum Momentum Unison Ridge ridge Unison focus Matrix
Client Personas
Capital zenith Delta
Custodian
Summit Focus Summit Atlas north
Investment Themes
Oak Unison Ridge Matrix
Investment Vehicles
Momentum value Legacy pathway
Services
Zenith Fusion North horizon Delta Delta Eagle Matrix pathway Glacier catalyst
Technology
Alpha matrix
Owner & Executives
M
MATTHEW J BAKER
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #6334092
- Ownership
- 75% or more
(688) 697-7926
crest.horizon@elementcapital.com
in linkedin.com/in/frontier-focus
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,438,801 | $40,069 |
| Non-Discretionary | $0 | -- |
| Total | $22,438,801 | $40,069 |
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Separately Managed Accounts
Total SMA Asset: $22,438,801
Equity - Exchange:
16.2% Derivatives:
13.9% Cash:
25.3% Other:
26.7% U.S. Government/Agency:
17.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $929,207,309 | 16.2% |
| Derivatives | $797,282,815 | 13.9% |
| Cash | $1,451,169,440 | 25.3% |
| Other | $1,531,471,306 | 26.7% |
| U.S. Government/Agency | $1,026,716,717 | 17.9% |
| Total | $5,735,847,587 | 100.0% |
13F Holdings | Q2 2024
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL CATALYST PATHWAY | VECTOR EMBER | Y4OUIAF7D | KLWR | 6.24% | $18,285,345 |
| GLACIER OAK LEGACY | MATRIX ELEMENT | QBPDTE8TF | NPM | 8.52% | $71,397,655 |
| VERTEX GLACIER | RADIAL QUANTUM | K0ITHEVD6 | YAOVO | 1.78% | $62,662,559 |
| QUANTUM MERIDIAN | CATALYST MERIDIAN | 7DKRAZ8JN | YEHC | 5.95% | $32,181,497 |
| ALPHA VECTOR | QUANTUM PATHWAY | YHKSR1ETF | PTNOX | 9.71% | $21,030,073 |
| ZENITH SIGNAL | CREST CAPITAL | 8C0GT9W3M | VGBSL | 11.19% | $64,504,913 |
| VECTOR HARBOR VALUE | PIONEER QUANTUM | 1OV90T4QS | KNP | 4.51% | $46,336,854 |
| RADIAL RIDGE | VERTEX BRIDGE | M71REKGSL | DZZ | 11.92% | $1,186,433 |