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 and portfolio management services primarily to individual clients, with account relationships documented through client profiles and investment policy statements. The firm reports approximately $59.7 million in discretionary assets under management and uses a standard account minimum (typically $50,000) with ongoing quarterly reviews and reporting. The firm’s investment process combines quantitative and fundamental analysis to construct portfolios aligned with each client’s stated goals, time horizon, and risk tolerance, and it documents client-imposed restrictions when requested. It may employ long-term purchase strategies, tax-aware practices such as tax-loss harvesting, and uses a Unified Managed Account program with an overlay manager and model portfolio advisors to implement and monitor client portfolios. Compared with many independent solo advisors, the firm discloses an unusually high client load per advisor and an affiliated insurance practice in which the managing member acts as a licensed insurance agent and may receive commission-based compensation; these relationships and potential conflicts are disclosed in the brochure. The ADV also notes the firm’s use of endorsements and third‑party ratings in advertising and its reliance on the UMA/overlay arrangement to access third‑party model portfolio management, which are features not typical 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 |
|---|---|---|
Glendale, AZ
| 19
|
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