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LEGAL ADVANTAGE INVESTMENTS, INC.

· CRD 118131 · IAPD ↗ · legaladvantageinvestments.com · 650-714-5989

$275.3MRegulatory AUM
1Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — LEGAL ADVANTAGE INVESTMENTS, INC. now reports custody of client assets ($11.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
60
March 2024 — LEGAL ADVANTAGE INVESTMENTS, INC. reported RAUM up 28% ($157.4M -> $201.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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