CRD: 332997
Legacybridge Wealth Management, LLC
$3.5M Total AUM
$3.5M Disc. AUM
-- 3Y CAGR
2 Employees
7 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-30-2024
- Office Locations
- 1
Office Locations
7393 Hodgson Memorial DR Suite 202 Savannah GA
About Legacybridge Wealth Management, LLC
Legacybridge Wealth Management, LLC is a Savannah-based RIA. The firm has been operating for 1 years. Managing $3.5M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$501.0K AVG AUM / CLIENT
1.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL HENRY SMITH
Chief Compliance Officer, Founder, Managing Member
- CRD
- #5687683
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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I
IAN HETZER LEWIS
--
- CRD
- #7246278
Available
Available
Available
Showing 1 of 2 contacts
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,507,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,507,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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