← Tributary

FAMILY LEGACY FINANCIAL SOLUTIONS, LLC

CARY, NC · CRD 314351 · IAPD ↗ · familylegacync.com · 919-379-9000

$174.5MRegulatory AUM
5Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — FAMILY LEGACY FINANCIAL SOLUTIONS, LLC (CARY, NC) is newly SEC-registered with $140.0M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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