This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

state registeredderivedon the IAPD state feed, not SEC-registered

Regulatory AUM

$47.7MItem 5.F on the latest filing (2026-08-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$47.7MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Employees

10

Advisory employees

5

Offices

2Schedule D 1.F, beyond the principal office

Accounts

254

Individual clients

254

CRD

144127

Filings on the tape

1

First filed

Aug 21, 2026

Latest filed

Aug 21, 2026

Organised

Limited Liability Company, CA

Website

4mylegacy.com

Graph

RIA / Wealth Management

Canonical id

dfx:ria:992e3792-b366-21f4-3931-6db1349e68e7

First observed

Aug 21, 2026

Last observed

Aug 21, 2026 30 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.