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LEGACY WEALTH ADVISORS, LLC
CRD 159646
4426 HUGH HOWELL ROAD, SUITE B507, TUCKER, GA, 30084, United States
Phone
404-293-8064
Fax
770-817-0784
Registration
— (—)
Source
State registered
Total AUM
$2.4M
Discretionary AUM
$2.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $1.8M |
Official SEC filing: View on IAPD