Investment adviser · CRD 139792

LEGACYTEXAS WEALTH ADVISORS

Investment adviser filing (IA)

LEGACYTEXAS WEALTH ADVISORS, LLC

RICHARDSON, TX, United States · Form ADV filed Apr 1, 2013

Regulatory AUM
$70M
Form ADV · Item 5.F
Client accounts
84
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 1, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Commissions

Principal office

707 E. ARAPAHO RD. SUITE 250
RICHARDSON, TX, 75081, United States

CRD 139792

Filing source

Form ADV 719956 · Apr 1, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.