# Legion Private Wealth Management

Legion Private Wealth Management is a Registered Investment Advisor based in Ellensburg, United States.

## Overview

- **Organization type:** Registered Investment Advisor
- **Headquarters:** Ellensburg, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** legionpwm.com
- **LinkedIn:** https://www.linkedin.com/company/91315893

## Regulatory record

- **CRD number:** 322476
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/322476

## Sectors

- Wealth Management
- Private Wealth

## Questions

### Who runs investment decisions at Legion Private Wealth Management?

The firm does not publicly disclose its investment committee or named portfolio managers. Available public records do not identify specific principals or their professional backgrounds. This lack of transparency limits external assessment of decision-making authority.

### What investment strategies does Legion Private Wealth Management typically employ?

The firm's stated approach includes diversified asset allocation across public equities, fixed income, and alternative investments such as private equity and real estate. It emphasizes tax-efficient portfolio construction and estate planning integration. Specific strategy details remain proprietary.

### How much capital does Legion Private Wealth Management oversee?

Legion Private Wealth Management does not publicly disclose its AUM or regulatory assets under management. No credible third-party source publishes an estimate. The firm's scale relative to peers is not independently verifiable.

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Last updated: 2026-07-06T01:20:46.069Z

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