CRD: 328107
Lasting Legacy Wealth Management, LLC
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Meridian
- Established Date
- 09-26-2023
- Office Locations
- 1
Office Locations
About Lasting Legacy Wealth Management, LLC
Lasting Legacy Wealth Management is an independent registered investment adviser led by Melissa S. Carriles Biggham, providing investment management and strategic retirement planning with a niche focus on federal employees and their spouses. The firm specializes in navigating federal employee retirement and benefit programs, offering one-on-one guidance plus planning around insurance and risk management, including a dedicated benefits analysis process.
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Owner & Executives
Melissa Carriles Biggham
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #5337901
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,343,924 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,343,924 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,343,924
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $864,958,308 | 20.9% |
| Equity - Exchange | $666,307,596 | 16.1% |
| Cash | $902,205,317 | 21.8% |
| Corporate - Investment Grade | $571,120,797 | 13.8% |
| Municipal Bonds | $678,723,266 | 16.4% |
| U.S. Government/Agency | $455,241,214 | 11.0% |
| Total | $4,138,556,498 | 100.0% |