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Legacy Cornerstone Wealth LLC
Legacy Cornerstone Wealth LLC is an SEC-registered investment adviser in Las Vegas, NV, registered since 2021. The firm manages approximately $22 million in...
Overview
Legacy Cornerstone Wealth LLC is an SEC-registered investment adviser in Las Vegas, NV, registered since 2021. The firm manages approximately $22 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Is Legacy Cornerstone Wealth a registered investment advisor?
Yes, the firm is registered as an RIA with the SEC. As such, it operates under a fiduciary standard, meaning it must act in clients' best interests, and its compensation is fee-only, avoiding conflicts tied to commissions or proprietary products. The firm's ADV filings are available through the SEC's IARD database.
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