AZ Legacy Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AZ Legacy Wealth LLC provides discretionary asset management services to individual clients, including both high‑net‑worth and non‑high‑net‑worth individuals, through managed portfolios and participation in a Unified Managed Account (UMA) program. The firm offers ongoing portfolio construction, asset allocation, monitoring, and execution authority as set out in client agreements.
Investment decisions are guided by quantitative and fundamental analysis and tailored to each client’s documented goals, time horizon, and risk tolerance, with an emphasis on long‑term holdings and periodic rebalancing. When appropriate, the firm uses the Envestnet UMA overlay services and selects model portfolio advisors to provide features such as tax overlay, cash management, and rebalancing.
The firm discloses an affiliated insurance business: the managing member is a licensed insurance agent who may receive insurance commissions (disclosed as less than 5% of compensation), a relationship the brochure identifies and describes as a potential conflict mitigated by disclosure and fiduciary policies. The firm also reports using endorsements and promoting third‑party ratings in its advertising and operates with a small advisory team managing a substantial client base and multi‑million dollar AUM, practices that are less common among peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% Over $1,000,000+: 1.00%
Account minimum: $50,000
Main office
6751 North Sunset Boulevard, Suite 320
Glendale AZ 85305
Advisors at this office
2
Most active in
Arizona · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Howard L
Series 65
Glendale, AZ
AZ Legacy Wealth LLC
Howard Luekenga is a financial advisor at AZ Legacy Wealth LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he worked in various positions including marketing and pest control, as well as community service roles with the Church of Jesus Christ of Latter-day Saints and the City of Phoenix. AZ Legacy Wealth LLC provides discretionary asset management services to a diverse client base, using quantitative and fundamental analysis to tailor portfolios to individual goals and risk tolerance. The firm emphasizes long-term holdings, periodic rebalancing, and incorporates Envestnet UMA overlay services when appropriate.
Ross L
Series 63, Series 66
Glendale, AZ
AZ Legacy Wealth LLC
Ross Luekenga III is a financial advisor with AZ Legacy Wealth LLC in Glendale, AZ, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has worked at AZ Legacy Wealth LLC since 2014 and operated as a sole proprietor since 2007. He is also an independent insurance agent involved in life and disability insurance. AZ Legacy Wealth LLC provides discretionary asset management services to individual clients, including both high-net-worth and non-high-net-worth individuals. The firm employs quantitative and fundamental analysis tailored to clients’ goals, time horizons, and risk tolerances, emphasizing long-term holdings and periodic rebalancing.
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