LEGACY WEALTH ADVISORS, LLC
SEC RegisteredOur Mission . . .Your Peace of Mind
About the firm
Legacy Wealth Advisors is an independent registered investment advisory and wealth management firm located in the heart of Silicon Valley. Their mission is to take care of the comprehensive financial, investment, estate planning and charitable planning needs of high net worth families and institutional clients in a highly personalized, service-oriented fashion. They utilize a team approach, working closely with clients' additional advisors including CPAs and estate planning attorneys.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial & Retirement Planning, Estate & Charitable Planning, Investment Planning & Strategies, Multi-Family Office Services, personal and business financial planning and consulting, investment strategies tailored to unique circumstances, and multigenerational planning for heirs and favorite charities.
Who they serve
High net worth families and institutional clients
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 16 | $6.4M |
| High Net Worth Individuals | 46 | $168M |
55 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LEGACY WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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