Wealth Legacy Group, Inc.

Wealth Legacy Group, Inc. (CRD# 145705) is a financial advisory firm headquartered in San Diego, CA. They manage $28,500,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $1,187,500
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

Financial Advisors at Wealth Legacy Group, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Riley J. Kelly
CRD#: 1080259
4550 Kearny Villa Road, Suite 103, San Diego, CA 92123
56
Wealthminder
score

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.

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