$64.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
302 ADV. Clients
24 yrs Firm Age
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- Custodian
- Assetmark ยท SEI
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-31-2002
- Office Locations
- 2
Office Locations
17461 Jefferson Hwy. Suite B Baton Rouge LA
216 Bell LN West Monroe LA
About Legacy Wealth Concepts
Legacy Wealth Concepts is a Baton Rouge-based RIA with 2 offices. The firm has been operating for 24 years. Managing $64.8M in total assets under management, with 2 advisory representatives. They custody assets with Assetmark and SEI.
Team overview
70 AVG AGE
$32.4M AVG AUM / ADVISOR
$214.6K AVG AUM / CLIENT
11.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
Available
Owner & Executives
CARL WILLARD BENEDICT
Owner, President
- CRD
- #1178319
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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LYNELLA ANN DEVILLIER
Strategic Advisor
- CRD
- #1928450
Available
Available
Available
ALAN HALL STEPHENSON
--
- CRD
- #3097099
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $64,803,879 | -- |
| Total | $64,803,879 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Total | Available | Available |
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