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LEGACY WEALTH ADVISORS, LLC

CRD 127758 · SEC 801-119518

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2001 GATEWAY PLACE, SUITE 600W, SAN JOSE, CA, 95110, United States

Phone

(408) 452-7700

Fax

(408) 452-7470

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$178.3M

Discretionary AUM

$168.4M

Team

6 total employees; 4 advisory reps; 55 broker-dealer reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals16$6.4M
High net worth individuals46$168.0M

States served

CA

All web addresses on file

Official SEC filing: View on IAPD