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SAPERSTON LEGACY ADVISORS, INC.

HAMBURG, NY · CRD 105849 · IAPD ↗ · saperston.com · 716-649-9800

$180.8MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — SAPERSTON LEGACY ADVISORS, INC. reported RAUM up 218% ($56.9M -> $180.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
December 2025 — SAPERSTON LEGACY ADVISORS, INC. notice-filed in AZ, MA, NC, NH, OH, TN, TX, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.