Anthony Perez
Financial advisor at Legacy Wealth Managment, Llc/id · Phoenix, AZ
Last updated 2026-10-10
Claim your profileAnthony Perez is a financial advisor at Legacy Wealth Managment, Llc/id in Phoenix, AZ, CRD 4583581. Licenses and exams on the registration: Series 66. IAPD registration began 2002-12-16.
Registration
- CRD number
- 4583581
- Registration status
- Active
- IAPD registration
- 2002-12-16
- Industry Experience
- 23 years
- Work Experience
- 17 years
- States registered
- AZ
Licenses and exams
- Series 66
Designations
- CFP®
Work history
- 2009-04 to 2020-10 · Union Bank · San Diego, CA
- 2012-05 to 2020-10 · Unionbanc Investment Services · San Diego, CA
- 2020-10 to 2021-07 · BBVA USA · Birmingham, AL
- 2020-10 to 2021-07 · BBVA Insurance Agency, Inc. · Austin, TX
- 2020-12 to 2021-07 · BBVA Securities, Inc. · Phoenix, AZ
- 2020-12 to 2021-07 · BBVA Wealth Solutions, Inc · Phoenix, AZ
- 2021-07 to 2023-12 · PNC Bank · Pittsburgh, PA
- 2023-12 to 2025-12 · Atoz Auto Detail · Phoenix, AZ
- 2024-11 to Present · Legacy Wealth Management, LLC · Phoenix, AZ
Current employment
- Legacy Wealth Management, LLC · Boise, ID
Legacy Wealth Managment, Llc/id
- Regulatory AUM
- $629,031,199
- Registered advisors
- 49
- Offices
- 41
- Clients per advisor
- 69.7 (Moderate)
- Average AUM per client
- $184.1K (Low)
- High-net-worth client ratio
- 3.9% (Low)
Legacy Wealth Managment, Llc/id: advisors, services and reported ETF investments
About
Anthony Perez is a CFP® financial advisor at Legacy Wealth Management, LLC, operating as Legacy Wealth Managment, Llc/id in Phoenix, AZ. Reported securities licenses include Series 66. The latest record indicates 23 years of industry experience and 17 years of reported work history. Reported roles include Atoz Auto Detail, PNC Bank, BBVA Securities, Inc., BBVA Wealth Solutions, Inc, among others.
SEC disclosures list additional business and community activities: Harvest Wealth Strategies: San miguel ave; , phoenix, az 85013, exit planning business, owner/operator, owner, started in january of 2025, devote about 80 hours a month to this business, with 80 hours conducted during trading hours, provides financial planning and exit planning consulting services to business owners.
Legacy Wealth Managment, Llc/id's firm-level Form ADV reports 49 advisors across 41 offices; approximately 69.7 clients per advisor, average assets per client of $184,143, and regulatory AUM of $629M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $167.6M across 126 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Anthony Perez personally.
Reported ETF positions
Legacy Wealth Managment reports 126 ETF positions worth $167.6M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| XXV — Simplify Ancorato Target 25 Distribution ETF | $13.8M |
| BUFD — FT Vest Laddered Deep Buffer ETF | $7.7M |
| BUFR — FT Vest Laddered Buffer ETF | $7M |
| BUFQ — FT Vest Laddered Nasdaq Buffer ETF | $6.7M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $6.2M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Legacy Wealth Managment's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $2.6M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $2.6M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | MGV — Vanguard Morningstar Mega Cap Value ETF | $1.1M | Top 98.9% | Residual alpha +0.88% · Residual Sharpe 0.06 |
| Diversification Benefits | ACYS — FT Vest Laddered Autocallable Barrier & Resilient Income ETF | $332.6K | Top 99.0% | Replicability (R²) 44.0% · Residual Sharpe 0.89 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Legacy Wealth Managment, Llc/id on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
- Other
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Accountant or Accounting Firm
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
Location
21 E. Catalina Dr., Phoenix, AZ 85012
1 advisor at this office.
Contact
The firm's filed contact details.
- Phone: 208-955-0500
- Website: thelwg.com
Official record
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