LEGACY WEALTH ADVISORS, LLC

801 Brickell Avenue
Suite 2550
Miami, Florida 33131
Tel: 305-808-6140

About LEGACY WEALTH ADVISORS, LLC

LEGACY WEALTH ADVISORS, LLC, formally registered with the SEC as LEGACY WEALTH ADVISORS, LLC. The firm was established in 09/11/2023. They have over 1 offices throughout the country.

LEGACY WEALTH ADVISORS, LLC is a Miami, Florida based Financial Planning firm with nearly $254,931,581 assets under management, offering retirement planning & investment advisory services to 216 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	326117
SEC#	801-128702
Assets Managed by Firm	$254,931,581
No. of Clients	216
No. of Advisors	10

Fee Structure

A percentage of AUM
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	216	$254,931,581
Individuals (other than high net worth individuals)	2	$293,812
High net worth individuals	22	$253,925,133
Charitable organizations	2	$712,636

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