Aquium Legacy Partners: applying for SEC registration,
Aquium Legacy Partners: applying for SEC registration, . Dated 50 days ago, it serves as a historical benchmark. Score 65/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 7 published fields of this record are shown below. Locked: 499 related NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Aquium Legacy Partners |
| Legal name | Nextgen Family Office LLC |
| CRD | 343902 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-09-16 |
| Latest Form ADV filing | 2026-08-18 |
| Employees | 1 |
| Peer records CSV (500 records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-09-16
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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65 / 100 Score
- Registered in the last 60 days.
- Still in the approval window: vendors not yet chosen.
What is the NewRiaPulse record for Aquium Legacy Partners?
Aquium Legacy Partners applied for SEC registration as an investment adviser (2026-09-16), based in .
How does Aquium Legacy Partners compare to other NewRiaPulse records?
It is 50 days old; check the official source for later updates before acting.
Aquium Legacy Partners vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Aquium Legacy Partners | 2026-09-16 | |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
Related records
NewRiaPulse: Under $100M NewRiaPulse: In 120-day approval window
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.