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LEGACY WEALTH ADVISORS, LLC
CRD 326117 · SEC 801-128702
3323 NE 163RD ST, SUITE 402, NORTH MIAMI BEACH, FL, 33160, United States
Phone
305-808-6140
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$922.8M
Discretionary AUM
$491.8M
Team
14 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.5M |
| High net worth individuals | 16 | $916.5M |
States served
CA, FL
All web addresses on file
Official SEC filing: View on IAPD