LEGACY WEALTH ADVISORS, LLC

2001 Gateway Place
Suite 600w
San Jose, California 95110
Tel: (408) 452-7700

About LEGACY WEALTH ADVISORS, LLC

LEGACY WEALTH ADVISORS, LLC, formally registered with the SEC as LEGACY WEALTH ADVISORS, LLC. The firm was established in 11/06/2020. They have over 2 offices throughout the country.

LEGACY WEALTH ADVISORS, LLC is a San Jose, California based Financial Planning firm with nearly $121,965,576 assets under management, offering retirement planning & investment advisory services to 189 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	127758
SEC#	801-119518
Assets Managed by Firm	$121,965,576
No. of Clients	189
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	189	$121,965,576
Individuals (other than high net worth individuals)	10	$4,038,036
High net worth individuals	41	$114,668,447

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