Wealth Legacy Group, Inc.

Wealth Legacy Group, Inc. (CRD# 145705) is a financial advisory firm headquartered in San Diego, CA. They manage $66,937,739 in 159 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4540 Kearny Villa Road, Suite 114, San Diego, CA 92123
https://www.facebook.com/wealthlegacygroupinc
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    159
    ACCOUNTS
  • Average Account Value
    $420,992
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Wealth Legacy Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Riley Kelly, financial advisor San Diego CA
Riley J. Kelly
CRD#: 1080259
4540 Kearny Villa Road, Suite 114, San Diego, CA 92123

Riley Kelly (CRD# 1080259) is an Investment Advisor Representative working at Wealth Legacy Group, Inc. in San Diego, CA and has over 41 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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