# Legacy & Wealth Financial Advisors

Legacy & Wealth Financial Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 284432
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/284432

## About

LEGACY & WEALTH FINANCIAL ADVISORS is a state-registered investment adviser in IRVINE, CA. The firm manages $59 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Related profiles

- [3SUMMIT INVESTMENT MANAGEMENT](https://altss.com/profile/3summit-investment-management-llc)

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Last updated: 2026-07-06T01:24:20.164Z

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