Legado Wealth Management

Finance · New York, United States · 1-10 Employees

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Overview

Headquarters

405 Lexington Ave Ste 918, New York City...

Phone Number

(212) 697-3420

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About Legado Wealth Management

Legado Wealth Management LLC specializes in providing individualized financial solutions for affluent families, corporate executives, retirement plan employees, and business owners, both domestically and internationally. With nearly 20 years of experience, the firm offers a comprehensive range of services including financial planning, investment advice, retirement planning, education funding, and estate planning. As an independent financial services firm, they prioritize unbiased recommendations tailored to each client's unique needs and long-term goals. Their mission is to build strong client relationships and exceed expectations through personalized financial strategies.Explore more
Popular SearchesLegado Wealth Management LLCDorado Wealth Management LLCSIC Code 62,628NAICS Code 52,523Show more

Legado Wealth Management Org Chart

Avi Ziv, Founder & Chief Executive Officer at Legado Wealth Management
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Founder & Chief Executive Officer

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Managing Director

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Account Administrator

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Senior Financial Advisor & Investment Advisor...

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Compare Similar Companies to Legado Wealth Management

Compare insights from companies similar to Legado Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Legado Wealth Management

<$5M
1-10
Private
-
2019
Avi Ziv, Founder & Chief Executive Officer at Legado Wealth Management
Avi ZivFounder & CEO
<$5M
11-50
Private
-
-
Justin Heller, Founder & President at Heller Private Wealth
Justin HellerFounder & President
<$5M
1-10
Private
-
2017
PK
Philip KimOperations Marketing Advisor
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2012
Connie Davis, Chief Happines Officer at Brindle & Bay Wealth Management
Connie DavisChief Happines Officer
<$5M
1-10
Private
-
-
WL
Wills LoriBrokerage Administrative Assistant
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Legado Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Legado Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legado Wealth Management.

Legado Wealth Management Tech Stack

A closer look at the technologies used by Legado Wealth Management

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Frequently Asked Questions Regarding Legado Wealth Management

What is Legado Wealth Management's official website?
Legado Wealth Management's official website is www.legadowealth.com
What is Legado Wealth Management's Revenue?
Legado Wealth Management's revenue is <$5 Million
What is Legado Wealth Management's SIC code?
Legado Wealth Management's SIC: 62,628
What is Legado Wealth Management's NAICS code?
Legado Wealth Management's NAICS: 52,523
How many employees does Legado Wealth Management have?
Legado Wealth Management has 1-10 employees
What industry does Legado Wealth Management belong to?
Legado Wealth Management is in the industry of: Finance, Securities Trading
What is Legado Wealth Management competition?
Legado Wealth Management top competitors include: Wassenaar Financial Group, Bootpack Financial Partners, Heller Private Wealth, Takwealth
What technology does Legado Wealth Management use?
Some of the popular technologies that Legado Wealth Management uses are: GoCentral, Google Font API, Microsoft 365, GoDaddy DNS
How do I contact Legado Wealth Management?
Legado Wealth Management contact info: Phone number: (212) 697-3420 Website: www.legadowealth.com
What does Legado Wealth Management do?

Legado Wealth Management LLC specializes in providing individualized financial solutions for affluent families, corporate executives, retirement plan employees, and business owners, both domestically and internationally. With nearly 20 years of experience, the firm offers a comprehensive range of services including financial planning, investment ad... vice, retirement planning, education funding, and estate planning. As an independent financial services firm, they prioritize unbiased recommendations tailored to each client's unique needs and long-term goals. Their mission is to build strong client relationships and exceed expectations through personalized financial strategies.Read More

Is Legado Wealth Management a public company?
Legado Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Legado Wealth Management

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