LEGACY WEALTH ADVISORS, LLC

Company Profile

As of Date 03/31/2026
ADV Location United States, CA
Adviser Type - Large advisory firm
Number of Employees 23 15%
of those in investment advisory functions 12 9%
AUM* 1,235,793,948 156%
of that, discretionary 794,870,230 116%
Private Fund GAV* 0
Avg Account Size 1,103,387 187%
High Net Worth 31.71% -9%
SMA’s Yes
Private Funds 0
Websites

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

120M 103M 85M 68M 51M 34M 17M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
ERA {{c.Name}} City, State{{c.City}}, {{c.State}}, {{c.Country}} AUM{{ c.AUM | formatUSD }} Employees{{ c.Employees | formatNumber }} SMA’sYES SMA’sNO Private Funds{{ c.PrivateFundsCount | formatNumber }}

Related Companies Historical AUM