L
CRD: 311540
Legacitree Wealth Management, LLC
Buford, GA, 30519
6789838468
$7.8M Total AUM
$7.8M Disc. AUM
-- 3Y CAGR
1 Employees
140 ADV. Clients
5 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-05-2021
- Office Locations
- 1
Office Locations
3287 Elmer Hill Lane Buford GA
About Legacitree Wealth Management, LLC
Legacitree Wealth Management, LLC is a Buford-based RIA. The firm has been operating for 5 years. Managing $7.8M in total assets under management, with 1 advisory representatives. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.8M AVG AUM / ADVISOR
$55.9K AVG AUM / CLIENT
4.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Summit Prime
Investment Themes
Harbor Delta beacon
Investment Vehicles
North insight Ridge horizon
Services
Radial North capital Legacy Eagle
Owner & Executives
H
HIEU TRUNG NGUYEN
Chief Compliance Officer, Chief Executive Officer, Financial Advisor
- CRD
- #6111272
- Ownership
- 75% or more
(619) 348-2981
alpha.catalyst@momentumcapital.com
in linkedin.com/in/zenith-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,825,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,825,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,825,000
Equity - Exchange:
44.5% Cash:
55.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,710,417,752 | 44.5% |
| Cash | $2,133,217,645 | 55.5% |
| Total | $3,843,635,397 | 100.0% |