A complete list of active advisors currently associated with Leges Wealth Management LLC
Warmer can help you find a great advisor at Leges Wealth Management LLC or one who fits your needs even better.
Leges Wealth Management LLC provides discretionary wealth management and financial planning services to individual and high‑net‑worth clients, including retirement account advice and assistance accessing independent managers when appropriate. Services include portfolio construction, ongoing investment supervision, and periodic financial planning and consulting tailored to clients’ goals and risk tolerances. The firm emphasizes ETF‑centric portfolios but may also use individual stocks, bonds, option contracts and leveraged ETFs, and employs fundamental, technical and charting analysis to inform trading and allocation decisions. Leges Wealth typically exercises discretionary authority, monitors accounts on an ongoing basis, and may implement portions of client strategies through unaffiliated independent managers. Distinctive aspects of the firm include an offered performance‑based fee option for qualified clients and an affiliation with an in‑house insurance agency whose licensed principal may recommend insurance solutions separate from the advisory relationship. The firm is recently founded (2025), currently reports no client assets under management, and participates on an institutional custody platform that provides technology and operational support.
To learn more about the advisors currently working at Leges Wealth Management 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 |
|---|---|---|
Scottsdale, AZ
| 0
| |
Scottsdale, AZ
| 1
|
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