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James G
Series 65
Olmsted Twp, OH
Aquium Legacy Partners
James Gomez is affiliated with Aquium Legacy Partners and holds a Series 65 designation. He has experience at The Malrite Company since 2000 and began his role with Aquium Legacy Partners in 2026. Aquium Legacy Partners is a boutique multi-family office serving high-net-worth families and related entities, offering discretionary investment management, consolidated reporting, manager selection and oversight, wealth-planning coordination, and access to private markets and structured notes. The firm employs a tailored investment process focused on written policy statements, tax-aware portfolio construction, and ongoing monitoring, coordinating with clients’ attorneys and accountants while managing both family accounts and institutional entities.
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