SEC Form ADV

LEGACY WEALTH ADVISORS, LLC

Registered Investment AdviserCA
$178.3M
Assets Under Management
210
Total Clients
Get LP Contact Details

Registration Details

Accession
CRD-127758
Location
SAN JOSE, CA
Filing Date
March 18, 2026
AUM
$178.3M
Total Clients
210
Amendment
No

About this Adviser

LEGACY WEALTH ADVISORS, LLC is a registered investment adviser headquartered in SAN JOSE, CA, managing approximately $178.3M in assets across 210 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.