This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-2022
- Office Locations
- 1
Office Locations
About Legacy Solutions, LLC
Legacy Solutions is a family-operated, multi-generational wealth management firm providing fiduciary, process-driven financial planning for families and business owners. Founded in 2002, the team builds measurable action plans that adapt as life and markets change, pairing planning with portfolio construction that can include ETFs, mutual funds, and fixed income. Custody support includes Charles Schwab.
Reported data analysis
What the numbers show
Between December 12, 2025 and March 21, 2026, reported AUM increased 26.5%, from $192.8M to $243.8M.
Across 4 reported observations, AUM increased 127.1% between March 4, 2023 and March 21, 2026, from $107.4M to $243.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 251 clients, or 83.7 clients per representative. That equates to $971.4K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 21, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Legacy Solutions, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Legacy Solutions, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY RYAN HALL
--
- CRD
- #4836089
- Ownership
- 10% but less than 25%
CIARA DANESE PRICE
CHIEF OPERATING OFFICER
- CRD
- #5716356
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
Unlock allContacts
DANIEL CARMEN DANESE
President
- CRD
- #1370644
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $243,826,836 | $334,468 |
| Non-Discretionary | $0 | -- |
| Total | $243,826,836 | $334,468 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Legacy Solutions, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Legacy Solutions, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.