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LEGACY CORNERSTONE WEALTH LLC
CRD 281027File 801-120618
APPROVED
Retail clients
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$22.4M
Bottom 25% of cohort (national)
Discretionary AUM
$22.4M
Clients
181
560 accounts
Employees
1
Bottom 25% of cohort in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 26, 2021
- Principal office
- 10815 W NOSEAN RD., PEORIA, AZ, 85383
- Phone
- 702-767-9891
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $22.4M
- Discretionary AUM
- $22.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 560
- Non-discretionary accounts
- 0
- Total accounts
- 560
- AUM per client
- $124K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 181 | $22.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PLATFORM FEE AND MONTHLY TECHNOLOGY FEEH
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.