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 is an Arizona-registered investment adviser formed in May 2025 that provides discretionary investment management and comprehensive financial planning to individuals and high-net-worth clients. The firm typically constructs portfolios around exchange-traded funds and may also use individual stocks, bonds, options and mutual funds; it reported $0 in client assets under management as of December 5, 2025. The adviser combines fundamental, technical and charting analysis to develop portfolio strategies and states it may hold positions for shorter periods in response to market conditions while also maintaining longer-term allocations. It operates with discretionary trading authority, may engage in relatively active trading including options and leveraged ETF exposure, and can offer performance-based fee arrangements to qualified clients. Distinctive features include an affiliated insurance agency under common control and a licensed insurance professional within the firm who may earn commissions on insurance product sales, a disclosed conflict of interest. The firm is a two-person boutique that maintains an institutional relationship with a major custodian platform (providing software and economic benefits) and whose principals report other outside business activities such as marketing consultancy.
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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