Leges Wealth Management Llc
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Central Mcgowan, Inc. 401(k) And Profit Sharing Plan Central Mcgowan, Inc. | 2024 | |
| Marco Technologies, Llc 401(k) Plan Marco, Inc. | 2024 | |
| Midwest Machinery Co. 401(k) Plan Minnesota Ag Power, Inc. Dba Midwest Machinery Co. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Colby Porter Hatch | Registered representative | Jan 2026 (1y) | ||
| Samuel Louis Dennis | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Central Mcgowan, Inc. 401(k) And Profit Sharing Plan | Central Mcgowan, Inc. | 150 | $16.5M | 01/01/2024 |
| Marco Technologies, Llc 401(k) Plan | Marco, Inc. | 1,273 | $151M | 01/01/2024 |
| Midwest Machinery Co. 401(k) Plan | Minnesota Ag Power, Inc. Dba Midwest Machinery Co. | 615 | $56.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗