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Elana Malekan
Legacy Wealth Management, LLC
1 Year of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
Legacy Wealth Management, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M
Fee Structure
Investment Management
Planning
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Location
Calabasas, CA
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History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Judgment / Lien
May 2023
Financial
July 2017
Final
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How to Read Disclosures
Employment History
Current Registrations
Legacy Wealth Management, LLC
October 2024 - Present · 1 yr 4 mos
State Registrations
1 state
CA
Advisor
Exams
No exam information available for this advisor.
Elana Malekan - Financial Advisor | TrueAdvisor