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CONTRARY LEGACY LLC

· CRD 325014 · IAPD ↗ · 862-354-0870

$139.7MRegulatory AUM
2Advisory reps
4Employees
7Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — CONTRARY LEGACY LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2026 — CONTRARY LEGACY LLC reported RAUM up 58% ($88.6M -> $139.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — CONTRARY LEGACY LLC reported RAUM up 123% ($39.7M -> $88.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2024 — CONTRARY LEGACY LLC reports 11-25 financial-planning clients, up from 0.
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.