FWM LEGACY, LLC

other names
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Adviser Profile
As of Date 03/25/2024
Registration SEC, ERA - Active, 12/05/2022
Other registrations (1)
Former registrations

FRONTIER WEALTH MANAGEMENT, LLC

Exempt Reporting Adviser 2B(2)- PF<150mn qualify for the exemption from registration because you act solely as an adviser to private funds and have assets under management, as defined in rule 203(m)-1, in the United States of less than $150 million
Private Fund GAV* 33,731,401 -47.07%
SMA’s No
Private Funds 4
Contact Info 816 xxxxxxx

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$21,744,098
Fund TypeSecuritized Asset Fund Count1 GAV$11,987,303

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