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- Custodian
- --
- Clients
- Retail
- Platforms
- Vital
- Established Date
- 08-27-2019
- Office Locations
- 2
Office Locations
About Legado Wealth Management LLC
Legado Wealth Management LLC is an independent New York advisory firm providing individualized financial planning and investment advice, including retirement planning, education funding, and estate planning. The practice focuses on affluent families, corporate executives, business owners, and retirement plan employees, including clients outside the U.S. Portfolios are largely ETF-based alongside investment-grade fixed income and cash allocations—useful for managers targeting ETF and core bond solutions.
Team overview
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Investment Vehicles
Services
Technology
Owner & Executives
OSCAR DAVID FLORES DE VALGAZ
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #4598645
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LUCIANO MANUEL CUNEO
Managing Director, Senior Financial Advisor
- CRD
- #4068829
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $51,030,108 | $342,484 |
| Non-Discretionary | $0 | -- |
| Total | $51,030,108 | $342,484 |
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Separately Managed Accounts
Total SMA Asset: $51,030,108
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $97,978,272 | 29.8% |
| Corporate - Investment Grade | $68,716,305 | 20.9% |
| Cash | $25,974,106 | 7.9% |
| Public Funds | $62,469,368 | 19.0% |
| U.S. Government/Agency | $73,648,098 | 22.4% |
| Total | $328,786,149 | 100.0% |