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LEGACY CORNERSTONE WEALTH LLC

PEORIA, AZ · CRD 281027 · IAPD ↗ · legacycornerstonewealth.com · 702-767-9891

$22.4MRegulatory AUM
1Advisory reps
1Employees
6Clients
1-10Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — LEGACY CORNERSTONE WEALTH LLC moved its main office from LAS VEGAS, NV to PEORIA, AZ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
July 2026 — LEGACY CORNERSTONE WEALTH LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
May 2026 — LEGACY CORNERSTONE WEALTH LLC reported RAUM down 79% ($106.1M -> $22.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
55
May 2026 — LEGACY CORNERSTONE WEALTH is now doing business as LEGACY CORNERSTONE WEALTH LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2026 — LEGACY CORNERSTONE WEALTH reported RAUM down 57% ($248.4M -> $106.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2026 — LEGACY CORNERSTONE WEALTH shrank from 7 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2026 — EPIC PRIVATE WEALTH is now doing business as LEGACY CORNERSTONE WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
55
December 2024 — EPIC TRUST INVESTMENT ADVISORS LLC is now doing business as EPIC PRIVATE WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
April 2024 — EPIC TRUST INVESTMENT ADVISORS LLC notice-filed in FL, VA.
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.