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My Legacy Advisors, LLC Info

My Legacy Advisors, LLC info

My Legacy Advisors, LLC (SEC CIK 1767802) first filed with the SEC on 2022-04-07 (Form 13F-HR) and has filed 14 times since, including 14 Form 13F-HR quarterly holdings reports. It is organized in OR and registered at 35 NW HAWTHORNE AVE, BEND, OR, 97703.

  • Name: Value My Legacy Advisors, LLC.
  • SEC CIK: Value 1767802.
  • State of organization: Value OR.
  • Business address: Value 35 NW HAWTHORNE AVE, BEND, OR, 97703.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameMy Legacy Advisors, LLC
SEC CIK1767802
State of organizationOR
Business address35 NW HAWTHORNE AVE, BEND, OR, 97703
Mailing address35 NW HAWTHORNE AVE, BEND, OR, 97703
Phone541-330-0220
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2022-04-07 (Form 13F-HR)
Latest SEC filing2025-07-11 (Form 13F-HR)
Filings on EDGAR14
First Form 13F-HR2022-04-07 (quarter ended 2022-03-31)
Latest Form 13F-HR2025-07-11 (quarter ended 2025-06-30)
Form 13F-HR filings14

Filings by Form

FormFilingsLatest
13F-HR142025-07-11

Filings by Year

YearFilingsForm 13F-HR
202533
202444
202344
202233

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