LEGACY WEALTH ADVISORS, LLC
other names
- LEGACY WEALTH ADVISORS, LLC
Adviser Profile
| Registration status | Registration Changed to LEGACY WEALTH ADVISORS, LLC |
| As of Date | 04/06/2025 |
| ADV Location | CLINTON TOWNSHIP, MI, United States |
| Adviser Type | |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| AUM* | 102,802,197 4% |
| of that, discretionary | 102,802,197 4% |
| Private Fund GAV* | 0 |
| Avg Account Size | 196,563 -57% |
| % High Net Worth | 19.09% 1% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 586 xxxxxxx |
| Websites |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds