SEC Form ADV

LEGACY WEALTH ADVISORS, LLC

Registered Investment AdviserMI
$132.3M
Assets Under Management
2
Employees
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Registration Details

Accession
crd-281810
Location
CLINTON TOWNSHIP, MI
Filing Date
March 17, 2026
AUM
$132.3M
Institutional Clients
3
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

LEGACY WEALTH ADVISORS, LLC is a registered investment adviser headquartered in CLINTON TOWNSHIP, MI, managing approximately $132.3M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.