# Legado Wealth Management

Legado Wealth Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** legadowealth.com

## Regulatory record

- **CRD number:** 305263
- **SEC file number:** 801-122329
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-17T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Legado Wealth Management LLC is an independent financial services firm offering financial planning, investment advice, retirement planning, education funding, and estate planning. The firm provides unbiased recommendations and impartial guidance based on clients' needs and goals, with experience helping clients prepare for the unknown and meet their financial goals.

## Sectors

- Wealth Management
- Financial Services

## People

- Meredith Moore — Founder & CEO

## Questions

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

Founder and CEO Meredith Moore leads the firm's investment and advisory decisions. She built the practice after an earlier career structuring portfolios for high-net-worth clients at established financial institutions. Legado operates as a boutique, so portfolio construction and client strategy are not delegated to a separate CIO layer.

### How is Legado Wealth Management structured?

Legado operates as an independent registered investment advisor (RIA) based in New York. It is not part of a bank, trust company, or multi-family-office platform, and it has not disclosed plans to roll up into a larger aggregator — a structure that supports its fiduciary-only stance.

## Related profiles

- [Legacy Wealth Planning](https://altss.com/profile/legacy-wealth-planning)
- [Legal Advantage Investments](https://altss.com/profile/legal-advantage-investments)

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Updated: 2026-08-11T15:07:19.634Z

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