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- Custodian
- American Funds · Charles Schwab & Company · Equity Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-13-2020
- Office Locations
- 1
Office Locations
About Legend Private Wealth, LLC
Legend Private Wealth is a Charlotte, NC RIA serving business owners, entrepreneurs, and high-net-worth families with private wealth management and planning (tax, estate, insurance, and legacy) alongside discretionary portfolio management. The firm runs Legend Managed Portfolios that are largely ETF-based and guided by its proprietary Meridian Asset Positioning System (MAPS), which monitors markets daily and re-ranks holdings rather than “set and forget.”
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Owner & Executives
Sarah Riley Headrick
Chief Executive Officer
- CRD
- #6392489
- Ownership
- 50% but less than 75%
BRIAN LOUIS HEADRICK
Chief Investment Officer, Lead Advisor
- CRD
- #2819845
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,000,000 | -- |
| Non-Discretionary | $16,000,000 | -- |
| Total | $71,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $850,131,197 | 32.8% |
| Other | $1,155,971,078 | 44.6% |
| Cash | $585,761,129 | 22.6% |
| Total | $2,591,863,404 | 100.0% |