This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-19-2008
- Office Locations
- 1
Office Locations
About Wealth Legacy Group, Inc.
Wealth Legacy Group, Inc. is a San Diego-based RIA led by founder R. J. Kelly, focused on the planning and wealth management needs of closely held business owners and professional families. The firm delivers a proprietary, comprehensive planning process with an annual review cadence, spanning financial planning, estate and tax planning, insurance, and business succession. Custody is supported via platforms including Charles Schwab.
Team overview
Insights
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RILEY JAMES KELLY
Chief Compliance Officer, President
- CRD
- #1080259
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
William Jacob Larson
--
- CRD
- #8147516
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $97,207,561 | -- |
| Non-Discretionary | $0 | -- |
| Total | $97,207,561 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
Continue browsing