Overview
Assets Under Management: $122 million
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 42
Average Client Assets: $3 million
Frequently Asked Questions
LEGACY WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127758), LEGACY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
LEGACY WEALTH ADVISORS, LLC is headquartered in SAN JOSE, CA.
LEGACY WEALTH ADVISORS, LLC serves 42 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, LEGACY WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LEGACY WEALTH ADVISORS, LLC manages $122 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, LEGACY WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 189
Discretionary Accounts: 161
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 127758
Last Filing Date: 2024-03-26 00:00:00
Website: https://lwallc.com