# Legacitree Wealth Management

Legacitree Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 311540
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311540

## About

Legacitree Wealth Management, LLC is a state-registered investment adviser in Buford, GA. The firm manages approximately $8 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Legacitree Wealth Management?

No publicly available information names the firm's principals or investment committee members. The firm's RIA registration does not detail key decision-makers. Without a website or media presence, leadership remains undisclosed.

### What is Legacitree's known posture on co-investments alongside external GPs?

No public information addresses Legacitree's co-investment approach. Without portfolio data or historical partnerships, the firm's stance on co-investment remains unknown.

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Last updated: 2026-07-06T01:24:20.070Z

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