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Tuesday, October 6, 2026Family Office Daily Briefing →Sign in
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Legacy Wealth Management

MEMPHIS, TN
CRD: 108619
In PWD coverage since August 19, 2026 · 5 stories
$2.7BRegulatory AUMSEC Form ADV · Oct 3
22EmployeesForm ADV
1Deals on our tracker
Regulatory AUM · Aug 22 – Oct 3
Deal recordFull tracker →
Apr 29, 25Deal announcedModern Wealth Management · $1.2B
PWD coverage
Deals & PE

Decron's $114 million Miracle Mile buy prices the LA-Sun Belt spread

The firm's first purchase in nearly two years prices Los Angeles against the Sun Belt, and the seller's undisclosed 2023 basis is the open question.
M&A · Sep 10Modern Wealth buys exits in Florida, and absorption is what it cannot buy
M&A · Sep 10Modern Wealth buys exits, and absorption is the constraint
exit · Sep 10A $710 million exit where the founder stays put
exit · Aug 19Carlyle's $2.8 billion MAI bet re-prices the RIA exit
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