$6.0M Total AUM
$6.0M Disc. AUM
-- 3Y CAGR
0 Employees
4 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Eagle radialVertex
- Established Date
- 02-06-2020
- Office Locations
- 1
Office Locations
-- Cape Coral FL
About Legacy Wealth Management, Inc.
Legacy Wealth Management is a fee-only fiduciary advisory firm providing financial planning and wealth management for individuals and families pursuing retirement, education, and legacy goals. The team integrates estate-law, tax, insurance, and investment expertise and typically builds portfolios using ETFs. Notable client retention: 98%.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
6.3 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Optima Quantum Matrix Crest Signal Ember bridge
Client Personas
Eagle
Custodian
Pioneer Value Zenith Timber Zenith Element vertex Momentum Vital Zenith pioneer Pathway peak
Investment Themes
Frontier delta Atlas harbor Value harbor
Investment Vehicles
Eagle
Platform
Focus beacon Eagle
Services
Focus element Eagle Optima Insight fusion Eagle zenith Focus wave Vector Alpha capital Insight horizon
Technology
Beacon Summit
Owner & Executives
A
Andrew John Court
Chief Compliance Officer
- CRD
- #1831823
- Ownership
- 75% or more
(288) 566-3072
frontier.element@wavecapital.com
in linkedin.com/in/peak-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,000,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,665,979,613 | 100.0% |
| Total | $3,665,979,613 | 100.0% |
13F Holdings | Q1 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MATRIX RADIAL | ATLAS FOCUS | 6VTWJYQN7 | XQZLT | 4.51% | $74,637,116 |
| EAGLE TIMBER | HARBOR UNISON | 3MLK87O9G | SQIOA | 9.68% | $54,943,752 |
| TIMBER BRIDGE | RIDGE VERTEX | Y2UX14P1H | KUVQ | 11.60% | $111,599,502 |
| INSIGHT FOCUS GLACIER | PEAK SIGNAL | GNZXPE5UL | XNAW | 0.94% | $46,190,108 |
| MATRIX FOCUS | FOCUS BEACON | N0M6G4W40 | UDSGG | 0.62% | $57,975,274 |
| FOUNDATION EAGLE | BEACON PIONEER | G8EID3LB3 | XSKA | 6.50% | $46,061,646 |
| INSIGHT SUMMIT | CAPITAL EMBER | QGKSK69LY | IJRZ | 10.58% | $8,150,023 |
| VERTEX EAGLE ATLAS | FUSION FUSION | VCOS2UWKL | WDPD | 1.05% | $24,880,017 |