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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element meridianEagle +more
- Established Date
- 06-01-2022
- Office Locations
- 2
Office Locations
About Legion Private Wealth Management
Legion Private Wealth Management is an RIA serving business owners and entrepreneurial families with holistic wealth planning that integrates tax strategy, legal structuring, business consulting, insurance, and portfolio management (including real estate). The firm emphasizes a “one quarterback” approach, coordinating a bench of outside professionals in one place, and uses proprietary software to identify applicable tax advantages for complex situations.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Lindsey Ann Montgomery
Founder
- CRD
- --
- Ownership
- 50% but less than 75%
STEVE EVERETT MONTGOMERY
Chief Compliance Officer, Founder
- CRD
- #4919043
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Lowell Evan Bruhn
--
- CRD
- #8112472
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,851,373 | -- |
| Non-Discretionary | $1,076,789 | -- |
| Total | $6,928,162 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,928,162
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,486,315,339 | 32.2% |
| Public Funds | $5,235,160,870 | 67.8% |
| Total | $7,721,476,209 | 100.0% |