Legacy Wealth Advisors, LLC
SEC RegisteredWe are a family serving families
About the firm
Legacy Wealth Advisors (LWA) is an SEC registered investment adviser that operates as a family office, born from the needs of a family with far-reaching holdings and generational priorities. The firm extends its platform to a community of families facing multifaceted complexity, offering investment and wealth management services alongside bespoke solutions developed in partnership with clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, financial planning, tax and estate planning, and bespoke solutions developed in real-time partnership with clients to resolve sensitive or challenging matters.
Who they serve
A discerning community of like-minded families who face multifaceted complexity, with far-reaching holdings and generational priorities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 4 | $1.5M |
| High Net Worth Individuals | 16 | $917M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 30, 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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