# Legend Private Wealth

Legend Private Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/legend-private-wealth

## Regulatory record

- **CRD number:** 308639
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/308639

## About

Legend Private Wealth, LLC is a state-registered investment adviser in Charlotte, NC. The firm manages $71 million in assets, $55 million on a discretionary basis. It has 2 employees and 2 investment advisers.

## Questions

### Who are the principals or owners of Legend Private Wealth, LLC?

No principals or owners have been publicly identified for Legend Private Wealth, LLC. The firm does not disclose its leadership on any public platform, and no media reports name individuals associated with the entity.

### What is the approximate assets under management (AUM) of Legend Private Wealth, LLC?

Legend Private Wealth, LLC does not publicly report its AUM. No regulatory filings, press releases, or credible media sources provide an estimate of the firm's size.

### Does Legend Private Wealth, LLC make direct investments or commit to external funds?

The firm's investment approach is not publicly known. There are no documented instances of Legend Private Wealth, LLC making direct investments, participating in funds, or co-investing with other entities.

### What sectors or asset classes does Legend Private Wealth, LLC invest in?

No sector or asset-class preferences have been publicly attributed to Legend Private Wealth, LLC. Without disclosed portfolio companies or strategy documents, its investment focus is unknown.

### Who can I contact at Legend Private Wealth, LLC for business inquiries?

The firm does not provide a public contact email, phone number, or office address. No professional networking profiles for employees are available in open sources.

## Related profiles

- [Cultivate Financial Wellness, LLC](https://altss.com/profile/cultivate-financial-wellness-llc)
- [BLC Advisors](https://altss.com/profile/blc-advisors-ltd)

---

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

Canonical page: https://altss.com/profile/legend-private-wealth-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology