LEGACY FINANCIAL STRATEGIES LLC
Q2 2025 Form 13-F
LEAWOOD, KANSAS
$509.6M Reported Value Total
LEGACY FINANCIAL STRATEGIES, LLC reports 2,014 total accounts under management (AUM). There are 1,997 discretionary accounts valued at $800,558,779, and 17 non-discretionary accounts valued at $5,535,653.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.