# Legacy Advisory Group

Legacy Advisory Group is a Bank / Wealth / Trust based in Santa Ana, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Santa Ana, United States
- **Region:** North America
- **Address:** Santa Ana, CA, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** https://legacyadvisory.co
- **LinkedIn:** https://www.linkedin.com/company/legacyadvisorsky

## Regulatory record

- **CRD number:** 328470
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328470

## About

Legacy Advisory Group is a state-registered investment adviser in SANTA ANA, CA. It manages approximately $53 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

## Sectors

- Wealth Management

## Questions

### Who founded or leads Legacy Advisory Group?

The firm's principals have not been publicly named in accessible sources. This is common for smaller, privately held wealth management practices that rely on local reputation and referrals rather than institutional marketing, and no regulatory filings identifying named operators were located.

## Related profiles

- [Lefavi Wealth Management](https://altss.com/profile/lefavi-wealth-management)
- [Legacy Capital](https://altss.com/profile/legacy-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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