LEGACY WEALTH ADVISORS, LLC

Company Profile

As of Date 03/31/2026
ADV Location United States, CA
Websites
AUM* 1,235,793,948 156%
of that, discretionary 794,870,230 116%
Number of Employees 23 15%
of those in investment advisory functions 12 9%
Private Fund GAV* 0
Avg Account Size 1,103,387 186%
High Net Worth 31.71% -9%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

793M 679M 566M 453M 340M 226M 113M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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