FWM LEGACY, LLC

other names
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Adviser Profile
As of Date 03/19/2025
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* 28,927,146 -54.61%
SMA’s No
Private Funds 3 1
Contact Info 816 xxxxxxx

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$24,392,366
Fund TypeSecuritized Asset Fund Count1 GAV$4,534,780

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker464287440 Stock NameISHARES TR $ Position$67,625 % Position4.91% $ Change # Change
Stck Ticker78468R663 Stock NameSPDR SER TR $ Position$67,357 % Position4.89% $ Change-48.08% # Change-48.12%
Stck Ticker808524201 Stock NameSCHWAB STRATEGIC TR $ Position$66,597 % Position4.83% $ Change63.34% # Change90.88%
Stck Ticker037833100 Stock NameAPPLE INC $ Position$54,828 % Position3.98% $ Change-17.56% # Change1.09%
Stck Ticker060505104 Stock NameBK OF AMERICA CORP $ Position$40,987 % Position2.98% $ Change-20.17% # Change0.45%
Stck Ticker594918104 Stock NameMICROSOFT CORP $ Position$35,047 % Position2.54% $ Change-3.73% # Change5.73%
Stck Ticker92206C870 Stock NameVANGUARD SCOTTSDALE FDS $ Position$30,440 % Position2.21% $ Change # Change
Stck Ticker921943858 Stock NameVANGUARD TAX-MANAGED INTL FD $ Position$29,415 % Position2.14% $ Change3623.42% # Change4158.45%
Stck Ticker92189F106 Stock NameVANECK ETF TRUST $ Position$29,144 % Position2.12% $ Change674.90% # Change1026.40%
Stck TickerG38327105 Stock NameGEOPARK LTD $ Position$28,237 % Position2.05% $ Change-20.95% # Change-1.49%