← Back to searchVisit website
LEGACY WEALTH ADVISORS, LLC
CRD 281810 · SEC 801-132330
41700 HAYES ROAD SUITE A, CLINTON TOWNSHIP, MI, 48038, United States
Phone
586-273-0072
Fax
586-286-6517
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.3M
Discretionary AUM
$132.3M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $66.9M |
| High net worth individuals | 45 | $62.1M |
| Charitable organizations | 3 | $3.3M |
States served
MI
All web addresses on file
Official SEC filing: View on IAPD