Lega Z Advisory LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 18, 2026, reports $428M in regulatory assets under management, 1 employee, 1 office, and 64 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$428Mas of March 18, 2026
Discretionary85.1%
$364M
85% of total RAUM85.1%
Non-discretionary14.9%
$64M
15% of total RAUM14.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$428M
Total Accounts64
10Y AUM Change+$428M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee7:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.