Texas Legacy Wealth Management

Texas Legacy Wealth Management (CRD# 158305) is a financial advisory firm headquartered in San Antonio, TX. They manage $160,420,772 in 786 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    786
    ACCOUNTS
  • Average Account Value
    $204,098
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Texas Legacy Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Robert S. Bowerman
CRD#: 4697103
40 Ne Loop 410, Suite 644, San Antonio, TX 78216
96
Wealthminder
score

Robert Bowerman (CRD# 4697103) is an Investment Advisor Representative working at Texas Legacy Wealth Management in San Antonio, TX and has over 14 years of experience in the finance industry. Robert Bowerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Enzo T. Pellegrino
CRD#: 4392184
40 Ne Loop 410, Suite 644, San Antonio, TX 78216
96
Wealthminder
score

Enzo Pellegrino (CRD# 4392184) is an Investment Advisor Representative working at Texas Legacy Wealth Management in San Antonio, TX and has over 16 years of experience in the finance industry. Enzo Pellegrino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Simon J. Thompson
CRD#: 5436136
40 Ne Loop 410, Suite 644, San Antonio, TX 78216
96
Wealthminder
score

Simon Thompson (CRD# 5436136) is an Investment Advisor Representative working at Texas Legacy Wealth Management in San Antonio, TX and has over 10 years of experience in the finance industry.

4
Joseph L. Edson
CRD#: 1523776
21924 Agarito Lane, Spicewood, TX 78669
93
Wealthminder
score

Joseph Edson (CRD# 1523776) is an Investment Advisor Representative working at Texas Legacy Wealth Management in Spicewood, TX and has over 31 years of experience in the finance industry.

5
Teshay D. Flowers
CRD#: 5522593
3901 Arlington Highlands Blvd., Suite 200, Arlington, TX 76018
93
Wealthminder
score

Teshay Flowers (CRD# 5522593) is an Investment Advisor Representative working at Texas Legacy Wealth Management in Arlington, TX and has over 9 years of experience in the finance industry.

6
Elissa M. Lococo
CRD#: 5660334
40 N.e. Loop 410, Suite 644, San Antonio, TX 78216
93
Wealthminder
score

Elissa Lococo (CRD# 5660334) is an Investment Advisor Representative working at Texas Legacy Wealth Management in San Antonio, TX and has over 7 years of experience in the finance industry.

7
Jose M. Gonzalez
CRD#: 5819310
40 Ne Loop 410, Suite 644, San Antonio, TX 78216
90
Wealthminder
score

Jose Gonzalez (CRD# 5819310) is an Investment Advisor Representative working at Texas Legacy Wealth Management in San Antonio, TX and has over 5 years of experience in the finance industry.

8
Victoria C. Printz
CRD#: 5428691
40 Ne Loop 410, Suite 644, San Antonio, TX 78216
81
Wealthminder
score

Victoria Printz (CRD# 5428691) is an Investment Advisor Representative working at Texas Legacy Wealth Management in San Antonio, TX and has over 10 years of experience in the finance industry.

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