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LEGACY PCG, LLC

NEWPORT, CA · CRD 283909 · IAPD ↗ · legacypcg.com · (646) 884-7467

$139.8MRegulatory AUM
2Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — LEGACY PCG, LLC reported RAUM down 32% ($206.2M -> $139.8M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
25
January 2026 — LEGACY PCG, LLC changed its website from mgoprivatewealth.com to legacypcg.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
January 2026 — LEGACY PCG, LLC moved its main office from IRVINE, CA to NEWPORT, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
January 2026 — MGO PRIVATE WEALTH, LLC is now doing business as LEGACY PCG, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
45
April 2025 — MGO PRIVATE WEALTH, LLC reported RAUM down 28% ($287.5M -> $206.2M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
65
April 2025 — MGO PRIVATE WEALTH, LLC now reports custody of client assets ($59.9M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
45
December 2024 — MGO PRIVATE WEALTH, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2024 — MGO PRIVATE WEALTH, LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — MGO PRIVATE WEALTH, LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2024 — MGO PRIVATE WEALTH, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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