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Legion Private Wealth Management

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Client assets under management

$4,783,241

Clients

24

58% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

12

Very Low

Average account size

$199,302

About

Legion Private Wealth Management provides discretionary and non-discretionary investment management, co-advisory services through a third‑party platform, and financial planning and consulting to individuals, high‑net‑worth clients, and certain trusts, estates, and charitable organizations. The firm also advises on private real estate investments such as Delaware Statutory Trusts and, through licensed representatives, facilitates the purchase of insurance products on a commission basis.

Legion builds tailored investment strategies using client objectives and a fundamental, valuation‑based approach, monitors portfolios for rebalancing, and conducts periodic account reviews. It may allocate client assets to third‑party investment strategists or money managers via a web‑based platform and, in limited instances, may recommend options or other derivatives within separately managed accounts.

Distinctive features include the firm’s small scale and concentrated oversight, where a single principal retains voting control and performs ongoing account review and client oversight. The firm’s affiliation with an affiliated insurance agency and its explicit use of derivatives and illiquid private placements (DSTs) are less common among peers and are disclosed as potential sources of conflicts of interest for clients to consider.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Charitable giving & philanthropy Tax-loss harvesting Retirement income strategy Social Security optimization Debt management

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Fee options

Fixed

Fixed fees for Financial Planning and Consulting based on scope and hourly rate

Percentage

$0+: Negotiable, generally 0.50% to 1.00% of client assets (Legion asset-based fees) $0 - $250,000,000: 0.15% annually Platform fee (0.0375% quarterly) $250,000,001 - $500,000,000: 0.125% annually Platform fee (0.0313% quarterly) $500,000,001 - $750,000,000: 0.10% annually Platform fee (0.025% quarterly) $750,000,001+: 0.085% annually Platform fee (0.0213% quarterly) $0 - $1,000,000: 1.00% annualized TPM fee in Co-Advisor services $1,000,001 - $3,000,000: 0.75% annualized TPM fee in Co-Advisor services $3,000,001+: 0.50% annualized TPM fee in Co-Advisor services

Commissions

Insurance products sold on commission basis via affiliated insurance agents and Legion Insurance Group

Project-based

Financial Planning and Consulting hourly rate of $300 per hour

Other

Account minimum: $150,000 for Co-Advisor services (subject to waiver or reduction) Minimum fee: Minimum annual fee of $3,000 imposed by Third-Party Money Manager (TPM) in Co-Advisor engagements, subject to waiver or reduction Fee-only: Financial Planning and Consulting fees charged on hourly or fixed fee basis

Main office location

Legion Private Wealth Management

1206 N. Dolarway Road, Suite 116

Ellensburg WA 98926, United States

Number of offices

3

Most active in

More info

California · Washington

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

X Website 509-899-7252

Advisors at this firm

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user avatar

Steve M

Series 65, Series 66

Ellensburg, WA

Legion Private Wealth Management

Steve Montgomery is a financial advisor at Legion Private Wealth Management in Ellensburg, WA, with eight years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Legion Capital Management, Financial Advocates Investment Management, Legion Insurance Group, and Family Heritage. Legion Private Wealth Management provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm combines fundamental, valuation-based security analysis with access to a third-party asset management platform and offers model portfolios, co-advisor arrangements, and occasional use of derivatives, alongside private real estate investment options.

Charitable giving & philanthropy Tax-loss harvesting Retirement income strategy Social Security optimization Debt management
user avatar

Lowell B

Series 65

El Cajon, CA

Legion Private Wealth Management

Lowell Bruhn is a financial advisor at Legion Private Wealth Management in El Cajon, CA. He holds a Series 65 designation and has been with the firm since 2025. Prior to his advisory role, Bruhn served in the United States Navy from 2014 through 2026. Legion Private Wealth Management offers discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm combines fundamental, valuation-based analysis with access to third-party asset management platforms and may use derivatives and private real estate investments as part of its client strategies.

Charitable giving & philanthropy Tax-loss harvesting Retirement income strategy Social Security optimization Debt management
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