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WILLIAMSON LEGACY GROUP, LLC

· CRD 318629 · IAPD ↗ · williamsonlegacygroup.com · 317-447-3212

$183.1MRegulatory AUM
5Advisory reps
6Employees
0Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2025 — WILLIAMSON LEGACY GROUP, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — WILLIAMSON LEGACY GROUP, LLC reported RAUM up 27% ($164.9M -> $208.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
August 2024 — WILLIAMSON LEGACY GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — WILLIAMSON LEGACY GROUP, LLC reports 251-500 financial-planning clients, up from 101-250.
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.