LEGACY WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$922,775,113
Discretionary
$491,839,100
Non-discretionary
$430,936,013
Firm details
- CRD number
- 326117
- SEC file number
- 801-128702
- Main office
- NORTH MIAMI BEACH, FL, United States
- Employees
- 14
- SEC status
- Approved
- Website
- https://lwgadvisors.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.