Best Investors
Account
Sign in
Best Investors
Account
Sign in
Legacitree Wealth Management, LLC CRD 311540
$7.83M regulatory AUM 70 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3287 Elmer Hill Lane, Buford, GA 30519 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-08 |
| GA | RA | APPROVED | 2022-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pruco Securities Llc | Atlanta | GA | 12/2015 | Present |
| Weathtree Capital Management, Llc | Buford | GA | 12/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-01-26 |
Reach out to this advisor