Legend Private Wealth
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
15720 Brixham Hill Ave Ste 300, Charlott...Phone Number
(800) 421-2972Website
www.legendprivatewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Legend Private Wealth
Legend Private Wealth specializes in providing innovative financial advice and wealth management solutions for business owners and high-net-worth families. With decades of experience, they navigate the complexities of private wealth management, focusing on meaningful outcomes and adapting to clients' evolving goals. Their proprietary Meridian Asset Positioning System (MAPS) ensures that investments are actively managed and aligned with clients' priorities. The firm emphasizes a partnership approach, helping clients enjoy their wealth today while planning for a sustainable legacy for the future.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
Legend Private Wealth
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Legend Private Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Legend Private Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Legend Private Wealth.
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Legend Private Wealth specializes in providing innovative financial advice and wealth management solutions for business owners and high-net-worth families. With decades of experience, they navigate the complexities of private wealth management, focusing on meaningful outcomes and adapting to clients' evolving goals. Their proprietary Meridian Asset... Read More
