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LEGA Z ADVISORY LLC
CRD 297417File 801-113695
APPROVED
Retail clients
Filing as of Mar 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$428.4M
Below cohort median (national)
Discretionary AUM
$364.4M
Non-discretionary $64.0M
Clients
7
64 accounts
Employees
1
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jul 26, 2018
- Principal office
- Not reported
- Phone
- (415) 601-8482
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $428.4M
- Discretionary AUM
- $364.4M
- Non-discretionary AUM
- $64.0M
- Discretionary accounts
- 22
- Non-discretionary accounts
- 42
- Total accounts
- 64
- AUM per client
- $61.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 7 | $428.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- 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.