L
CRD: 284863
Legacy ONE Wealth Management
Jamestown, NC
3368851902
$3.0M Total AUM
$3.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2016
- Office Locations
- 1
Office Locations
-- Jamestown NC
About Legacy ONE Wealth Management
Legacy ONE Wealth Management is a Jamestown-based RIA. The firm has been operating for 9 years. Managing $3.0M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$3.0M AVG AUM / ADVISOR
$166.7K AVG AUM / CLIENT
9.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Quantum Eagle fusion
Client Personas
Momentum summit
Investment Themes
Unison
Investment Vehicles
Alpha ridge
Services
Matrix wave Beacon glacier Horizon Insight Atlas Fusion momentum Crest Legacy vector Catalyst
Owner & Executives
R
ROBERT WILMER BRAFFORD JR.
--
- CRD
- #6003277
- Ownership
- 75% or more
(472) 900-4251
bridge.delta@pathwaycapital.com
in linkedin.com/in/alpha-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,000,000
Equity - Exchange:
10.5% Cash:
11.1% Municipal Bonds:
18.8% Corporate - Investment Grade:
21.3% U.S. Government/Agency:
16.7% Corporate - Non-Investment Grade:
21.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $421,619,794 | 10.5% |
| Cash | $445,712,353 | 11.1% |
| Municipal Bonds | $754,900,202 | 18.8% |
| Corporate - Investment Grade | $855,285,867 | 21.3% |
| U.S. Government/Agency | $670,576,243 | 16.7% |
| Corporate - Non-Investment Grade | $867,332,146 | 21.6% |
| Total | $4,015,426,605 | 100.0% |