CRD: 284432
Legacy & Wealth Financial Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Foundation
- Established Date
- 08-15-2016
- Office Locations
- 1
Office Locations
About Legacy & Wealth Financial Advisors
Legacy & Wealth Financial Advisors provides fiduciary financial planning and investment guidance for individuals and families, with emphasis on retirement planning, insurance needs, and major life events like inheritance or investing business-sale proceeds. The practice focuses on long-range, goal-based asset allocation, implemented primarily with mutual funds and ETFs. Founder-led by financial advisor Michael Valiente, with client assets custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL ANTHONY VALIENTE
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4817521
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,826,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,826,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $58,826,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,999,880,277 | 35.3% |
| Equity - Exchange | $4,376,595,871 | 51.5% |
| Cash | $1,121,768,262 | 13.2% |
| Total | $8,498,244,410 | 100.0% |