LEGACY CAPITAL MANAGEMENT, LIMITED LIABILITY COMPANY
Doing business as ONESOURCE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$149,813,898
Discretionary
$149,813,898
Non-discretionary
$0
Firm details
- CRD number
- 319078
- SEC file number
- 801-129864
- Main office
- GRANITE BAY, CA, United States
- Employees
- 3
- SEC status
- Approved
- Website
- http://www.wisemoneyguys.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.