# The Legacy Wealth App

> Mobile portfolio access for Legacy Wealth clients. (iPhone/iPad app by LEGACY WEALTH LLC.)

- Source: https://appshunter.io/ios/app/the-legacy-wealth-app/id1500432433 (this page in markdown: same URL + `.md`)
- Developer: [LEGACY WEALTH LLC](https://appshunter.io/developer/1500432432)
- Category: Finance
- Price: Free
- Rating: 4.80/5 from 10 App Store ratings
- Age rating: 4+
- Requires: iOS 12.4 · 139 MB
- Languages: English
- Released: 2020-03-10
- Data updated: 2026-06-22
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/the-legacy-wealth-app/id1500432433/reviews.md

## What is The Legacy Wealth App?

The Customized Legacy Wealth mobile app through Black Diamond enables Legacy Wealth clients to access portfolio data in a simple, elegant interface.

Requirements: You need to be a Legacy Wealth client

## Key features

- Portfolio data access
- Simple interface
- Elegant design
- Client-exclusive access


## Frequently asked questions about The Legacy Wealth App

### What is Legacy Wealth App used for?

Legacy Wealth App allows Legacy Wealth clients to view their portfolio data through a simple and elegant mobile interface. It's designed to provide easy access to your financial information.

### Who can use Legacy Wealth App?

You must be an existing client of Legacy Wealth to use the Legacy Wealth App. It requires client credentials for access.

### Is Legacy Wealth App free to download?

Yes, Legacy Wealth App is free to download and use. There are no charges associated with accessing your portfolio data through the app.

### What devices support Legacy Wealth App?

Legacy Wealth App is available for iPhone, iPad, and iPod devices. It is designed for iOS users.

### How often is Legacy Wealth App updated?

The latest version of Legacy Wealth App is 1.95, last updated on May 4, 2026. Updates are released periodically to improve functionality and security.

### What is the security like for Legacy Wealth App?

While specific security protocols are not detailed, as a finance app for managing sensitive portfolio data, it is expected to employ industry-standard security measures. Users should ensure they are using secure Wi-Fi connections.

### Does Legacy Wealth App offer transaction history?

The description focuses on accessing portfolio data, implying an overview of holdings and performance. Specific details on transaction history availability are not provided in the app's overview.

### What is the user rating for Legacy Wealth App?

Legacy Wealth App has a high user rating of 4.8 stars based on 10 ratings. This indicates strong user satisfaction with the app's performance and interface.

## Version history (last 5 releases)

### 1.96 — 2026-06-13

• Login Security Enhancements
• Performance Improvements
• Bug Fixes

### 1.95 — 2026-05-04

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.94 — 2026-03-07

• User login enhancements
• Performance Enhancements
• Bug Fixes

### 1.93 — 2026-01-17

• Updated vault experience
• Performance Enhancements
• Bug Fixes

### 1.92.1 — 2025-12-22

• Vault Enhancements
• Notification Linking Optimization
• Performance Enhancements
• Bug Fixes

## Apps similar to The Legacy Wealth App

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Olympus Wealth](https://appshunter.io/ios/app/olympus-wealth/id6742363678) | 5.0 (2) | Free | Finance |
| [Legacy Private Wealth Partners](https://appshunter.io/ios/app/legacy-private-wealth-partners/id6446905932) | — | Free | Finance |
| [Central Bank Wealth](https://appshunter.io/ios/app/central-bank-wealth/id6657995158) | 1.0 (1) | Free | Finance |
| [Legacy Financial Advisors](https://appshunter.io/ios/app/legacy-financial-advisors/id1662904451) | 5.0 (4) | Free | Finance |
| [Legacy Financial Group](https://appshunter.io/ios/app/legacy-financial-group/id6744694200) | — | Free | Finance |
| [InvestClub app](https://appshunter.io/ios/app/investclub-app/id6443519622) | — | Free | Finance |

## Related topics

[jevin wealth](https://appshunter.io/ios/topics/jevin-wealth)

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-22.*