SEC Form ADV

LEGACY WEALTH ADVISORS, LLC

Registered Investment AdviserFL
$922.8M
Assets Under Management
279
Total Clients
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Registration Details

Accession
CRD-326117
Location
NORTH MIAMI BEACH, FL
Filing Date
March 30, 2026
AUM
$922.8M
Total Clients
279
Amendment
No

About this Adviser

LEGACY WEALTH ADVISORS, LLC is a registered investment adviser headquartered in NORTH MIAMI BEACH, FL, managing approximately $922.8M in assets across 279 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.