Wealth Legacy Group, Inc.
Wealth Legacy Group, Inc. (CRD# 145705) is a financial advisory firm headquartered in San Diego, CA. They manage $36,000,000 in 22 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management36MILLION
Total Number of Accounts22ACCOUNTS
Average Account Value$1,636,364
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Educational seminars/workshops
Riley Kelly (CRD# 1080259) is an Investment Advisor Representative working at Wealth Legacy Group, Inc. in San Diego, CA and has over 35 years of experience in the finance industry.