A complete list of active advisors currently associated with AZ Legacy Wealth LLC

Warmer can help you find a great advisor at AZ Legacy Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at AZ Legacy Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Howard Luekenga	Glendale, AZ	0
Ross Luekenga III	Glendale, AZ	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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