# 133 Legacy

133 Legacy is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://133legacy.com

## Regulatory record

- **CRD number:** 328921
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328921

## About

133 Legacy Planning Group LLC provides kingdom-oriented financial planning. The firm offers asset management, financial planning, and ERISA plan services as a 3(21) advisor, including help with investment goals, retirement strategy, and estate preservation. Advisory services are offered by 133 Legacy, an Investment Advisor in the State of South Carolina.

## Sectors

- Financial Planning
- Asset Management
- ERISA Plan Services

## People

- Patrick Burke — Independent agent

## Questions

### Who controls 133 Legacy?

No principals or controlling family members have been publicly identified. The firm has not been profiled in financial media nor appeared in disclosure-oriented databases, leaving its governance entirely opaque to external observers.

### How large is 133 Legacy's asset base?

No AUM or deployment figure has been publicly reported. In the absence of disclosure, the office's scale cannot be estimated with any reliability.

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- [SELERSKI ASSET MANAGEMENT](https://altss.com/profile/selerski-asset-management-llc)
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Last updated: 2026-08-11T15:05:57.154Z

Canonical page: https://altss.com/profile/133-legacy

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