LEGACY WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$178,343,622
Discretionary
$168,355,917
Non-discretionary
$9,987,705
Firm details
- CRD number
- 127758
- SEC file number
- 801-119518
- Main office
- SAN JOSE, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.