Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Wealth Legacy Advisors Logo
Wealth Legacy Advisors CB Rank
320119
Heat Score
69
Wealth Legacy Advisors provides wealth management and financial advice services.
Founded
obfuscation
Private New York, New York, United States1-10 wlallc.com
Advice
Financial Services
Wealth Management
Overview

Wealth Legacy Advisors
Heat Score
69

Growth Score
pts
in past quarter
Heat Score 69
-11 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Wealth Legacy Advisors

CB Rank
320119
Wealth Legacy Advisors provides wealth management and financial advice services.
Founded
obfuscation
Private New York, New York, United States1-10 wlallc.com
Advice
Financial Services
Wealth Management

Key People

Details

Legal Name Wealth Legacy Advisors LLC
Also Known As WLA
Operating Status Active
Company Type For Profit
Founders  Susan R. Schoenfeld
Phone Number 1 212-655-9610
Contact Email schoenfeld@wlallc.com
Diversity Spotlight 
Women Founded
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Governance, Legacy and Stewardship
Facilitation of family meetings, leadership succession planning, and governance planning to develop competent stewards of wealth.
Philanthropic Advice
Guidance on developing family mission, vision, and values, using philanthropy as a teaching tool, and facilitating generational transitions of family foundations.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 1

Employee Profiles

News
Technology
View Tech Report

Monthly Web Visits

90

IT Spend

$69.7KThis year, Wealth Legacy Advisors is projected to spend $69.7K on IT, according to Aberdeen.

Active Website Tech Count

4Wealth Legacy Advisors is actively using 4 technologies for its website, according to BuiltWith. These include CommonCrawl Top 50m, Euro, and  MediaElement.js.
Sub-Organizations
Frequently Asked Questions

Where is Wealth Legacy Advisors's headquarters? Wealth Legacy Advisors is located in New York, New York, United States.Who are Wealth Legacy Advisors's competitors? Alternatives and possible competitors to Wealth Legacy Advisors may include Pictet Alternative Advisors, Rockefeller Capital Management, and  Cresset.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(55a1db1 1)
|